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American Century US Quality Value ETF

18 hedge funds and large institutions have $212M invested in American Century US Quality Value ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

16% more capital invested

Capital invested by funds: $183M → $212M (+$28.8M)

1.62% less ownership

Funds ownership: 90%88.37% (-1.6%)

14% less funds holding

Funds holding: 2118 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
18
Holders Change
-3
Holders Change %
-14.29%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$149M +$18.6M +374,371 +14%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.5M +$1.26M +25,367 +4%
SF
3
Synovus Financial
Georgia
$11.5M +$828K +16,683 +8%
PAG
4
Private Advisor Group
New Jersey
$8.07M +$875K +17,641 +12%
LPL Financial
5
LPL Financial
California
$4.32M +$632K +12,733 +17%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$844K +$807K +16,266 +2,256%
PCIA
7
Prime Capital Investment Advisors
Kansas
$844K +$843K +16,995 New
Goldman Sachs
8
Goldman Sachs
New York
$737K -$340K -6,848 -32%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$715K -$754K -15,192 -51%
HWA
10
Heritage Wealth Advisors
Virginia
$617K -$5.51K -111 -0.9%
Bank of America
11
Bank of America
North Carolina
$603K +$203K +4,096 +51%
FHA
12
Flagship Harbor Advisors
Massachusetts
$421K +$110K +2,216 +35%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$212K +$212K +4,272 New
Osaic Holdings
14
Osaic Holdings
Arizona
$194K +$88.6K +1,786 +85%
JPLA
15
Joseph P. Lucia & Associates
New York
$146K
SPIA
16
Steward Partners Investment Advisory
New York
$38K +$992 +20 +3%
CFA
17
Carroll Financial Associates
North Carolina
$21K -$32.5K -654 -61%
UBS Group
18
UBS Group
Switzerland
$19K +$19.1K +385 New
SAM
19
Synergy Asset Management
Washington
-$2.36M -49,900 Closed
SWP
20
Stratos Wealth Partners
Ohio
-$552K -11,644 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$338K -7,134 Closed
TCWM
22
Total Clarity Wealth Management
Illinois
-$120K -2,525 Closed
SFS
23
Sowell Financial Services
Arkansas
-$11K -216 Closed
Wells Fargo
24
Wells Fargo
California
-$50 -1 Closed

VALQ Hedge Fund Activity: Q2 2021 in Review

18 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Century US Quality Value ETF (VALQ) for Q2 2021, worth a combined $212M — up 16% from $183M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of VALQ and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was American Century Companies, adding an estimated $18.6M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $2.36M sold.

  • 18 institutional investors held American Century US Quality Value ETF (VALQ) as of Q2 2021, down from 21 in Q1 2021.
  • Funds reported $212M of American Century US Quality Value ETF stock for Q2 2021, up 16% quarter-over-quarter.
  • 3 funds opened new American Century US Quality Value ETF positions in Q2 2021 and 6 closed out, a net change of -3 holders.
  • The largest American Century US Quality Value ETF buyer in Q2 2021 was American Century Companies, an estimated $18.6M added.
  • The largest American Century US Quality Value ETF seller in Q2 2021 was Synergy Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q2 2021.