American Century US Quality Value ETF
VALQ
23 hedge funds and large institutions have $182M invested in American Century US Quality Value ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 6
10% more capital invested
Capital invested by funds: $166M → $182M (+$16.4M)
3.42% more ownership
Funds ownership: 87.29% → 90.71% (+3.4%)
4% less funds holding
Funds holding: 24 → 23 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WEG
World Equity Group
Schaumburg,
Illinois
|
+$6.59M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$997K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$314K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$275K |
| 5 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$235K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$822K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$396K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$342K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$331K |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$41.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -42 | Closed |
|
VALQ Hedge Fund Activity: Q1 2023 in Review
23 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in American Century US Quality Value ETF (VALQ) for Q1 2023, worth a combined $182M — up 9.9% from $166M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of VALQ and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 12 added.
The largest buyer was World Equity Group, adding an estimated $6.59M. The largest seller was LPL Financial, cutting an estimated $822K.
- 23 institutional investors held American Century US Quality Value ETF (VALQ) as of Q1 2023, down from 24 in Q4 2022.
- Funds reported $182M of American Century US Quality Value ETF stock for Q1 2023, up 9.9% quarter-over-quarter.
- 2 funds opened new American Century US Quality Value ETF positions in Q1 2023 and 3 closed out, a net change of -1 holder.
- The largest American Century US Quality Value ETF buyer in Q1 2023 was World Equity Group, an estimated $6.59M added.
- The largest American Century US Quality Value ETF seller in Q1 2023 was LPL Financial, an estimated $822K sold.
Based on aggregated 13F filings for Q1 2023.