American Century Short Duration Strategic Income ETF
SDSI
10 hedge funds and large institutions have $35.9M invested in American Century Short Duration Strategic Income ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
5% less capital invested
Capital invested by funds: $37.9M → $35.9M (-$1.93M)
7.89% less ownership
Funds ownership: 70.85% → 62.96% (-7.9%)
23% less funds holding
Funds holding: 13 → 10 (-3)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$563K |
| 3 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
+$239K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$165K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$309 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.94M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$779K |
| 3 |
UW
Unique Wealth
Clearwater,
Florida
|
-$652K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$612K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$397K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
American Century Companies
Kansas City,
Missouri
| $29.2M | +$309 | +6 | +0% |
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.73M | -$875 | -17 | -0.1% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $1.61M | +$563K | +10,949 | +55% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.08M | +$1M | +19,497 | +1,569% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $566K | +$165K | +3,206 | +42% |
|
|
UW
6
Unique Wealth
Clearwater,
Florida
| $539K | -$652K | -12,675 | -55% |
|
|
7
Jane Street
New York
| $529K | -$1.94M | -37,759 | -79% |
|
|
WCG
8
Weaver Consulting Group
Huntington Beach,
California
| $275K | – | – | – |
|
|
USCWA
9
U.S. Capital Wealth Advisors
Austin,
Texas
| $241K | +$239K | +4,652 | New |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $200K | -$612K | -11,888 | -75% |
|
|
VWA
11
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$779K | -15,302 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$397K | -7,807 | Closed |
|
|
BRWA
13
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$212K | -4,166 | Closed |
|
14
UBS Group
Zurich,
Switzerland
| – | -$662 | -13 | Closed |
|
SDSI Hedge Fund Activity: Q3 2024 in Review
10 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in American Century Short Duration Strategic Income ETF (SDSI) for Q3 2024, worth a combined $35.9M — down 5.1% from $37.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SDSI and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 4 added.
The largest buyer was Osaic Holdings, adding an estimated $1M. The largest seller was Jane Street, cutting an estimated $1.94M.
- 10 institutional investors held American Century Short Duration Strategic Income ETF (SDSI) as of Q3 2024, down from 13 in Q2 2024.
- Funds reported $35.9M of American Century Short Duration Strategic Income ETF stock for Q3 2024, down 5.1% quarter-over-quarter.
- 1 fund opened new American Century Short Duration Strategic Income ETF positions in Q3 2024 and 4 closed out, a net change of -3 holders.
- The largest American Century Short Duration Strategic Income ETF buyer in Q3 2024 was Osaic Holdings, an estimated $1M added.
- The largest American Century Short Duration Strategic Income ETF seller in Q3 2024 was Jane Street, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2024.