American Century Sustainable Equity ETF (ESGA) Institutional Ownership

$64.86
+0.36 (+0.56%)
(As of 05/9/2024 ET)

Institutional Ownership Changes (13F Filings) for American Century Sustainable Equity ETF (NYSEARCA:ESGA)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$28.85M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$55.07K
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ESGA Institutional Buying and Selling by Quarter

American Century Sustainable Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024 Financial Counselors Inc.24,433$1.61M0.0%+151.9%0.866%
5/1/2024 Mission Wealth Management LP8,370$551K0.0%N/A0.297%
4/17/2024 CRA Financial Services LLC4,925$324K0.1%+15.9%0.190%
2/13/2024Envestnet Asset Management Inc.2,392,532$142.01M0.1%+4.0%92.376%
1/26/2024 Financial Counselors Inc.9,698$576K0.0%-3.9%0.374%
11/13/2023Envestnet Asset Management Inc.2,301,524$122.49M0.1%+4.9%88.862%
11/13/2023Kestra Advisory Services LLC22,508$1.20M0.0%+0.9%0.869%
11/7/2023 Financial Counselors Inc.10,095$537K0.0%+4.9%0.390%
10/30/2023 Aspire Wealth Management Corp3,600$192K0.1%-9.8%0.139%
10/13/2023 CRA Financial Services LLC4,350$232K0.1%-4.4%0.168%
10/12/2023IFP Advisors Inc1,206$64K0.0%N/A0.047%
8/11/2023Kestra Advisory Services LLC22,301$1.23M0.0%+4.6%0.861%
8/8/2023Fisher Asset Management LLC5,258$290K0.0%N/A0.203%
8/7/2023 New York Life Investment Management LLC7,154$395K0.0%N/A0.308%
8/4/2023Envestnet Asset Management Inc.2,193,823$121.15M0.1%+12.5%94.561%
7/27/2023 Financial Counselors Inc.9,623$531K0.0%+2.9%0.415%
5/11/2023Envestnet Asset Management Inc.1,950,075$100.29M0.0%+1.9%85.906%
5/4/2023 Aspire Wealth Management Corp3,928$202K0.2%-7.6%0.173%
5/2/2023 Financial Counselors Inc.9,354$481K0.0%+7.7%0.412%
2/10/2023 New Hampshire Trust1,862$90K0.0%N/A0.082%
2/7/2023Envestnet Asset Management Inc.1,914,469$92.19M0.0%+7.7%84.711%
1/31/2023Kestra Advisory Services LLC19,105$920K0.0%+3.3%0.845%
1/24/2023 CRA Financial Services LLC4,550$219K0.1%-9.5%0.201%
11/10/2022Envestnet Asset Management Inc.1,777,421$78.69M0.0%-19.9%81.161%
11/1/2022Kestra Advisory Services LLC18,495$819K0.0%+11.2%0.845%
10/24/2022 CRA Financial Services LLC5,030$223K0.1%+15.5%0.231%
10/21/2022 Greenup Street Wealth Management LLC4,734$210K0.1%N/A0.216%
8/9/2022 SeaCrest Wealth Management LLC9,866$458K0.1%+2.5%0.461%
8/3/2022Envestnet Asset Management Inc.2,219,779$102.94M0.1%+7.2%103.728%
8/2/2022 Financial Counselors Inc.8,551$397K0.0%-6.4%0.400%
7/21/2022 CRA Financial Services LLC4,355$202K0.1%+7.4%0.169%
7/11/2022Stone Asset Management Inc.13,424$622K0.4%-2.1%0.520%
5/4/2022Envestnet Asset Management Inc.2,070,345$116.27M0.1%-12.1%76.679%
4/28/2022 Financial Counselors Inc.9,137$513K0.0%+4.7%0.340%
4/19/2022 Joseph P. Lucia & Associates LLC1,484$83K0.1%N/A0.060%
4/15/2022 CRA Financial Services LLC4,055$228K0.1%+20.0%0.170%
3/14/2022 Aspire Wealth Management Corp4,314$260K0.2%N/A0.180%
2/10/2022 Financial Counselors Inc.8,725$527K0.0%N/A0.321%
2/9/2022 Greenup Street Wealth Management LLC3,849$232K0.1%N/A0.138%
2/4/2022Envestnet Asset Management Inc.2,356,572$142.26M0.1%-1.1%84.769%
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2/3/2022Advisor Group Holdings Inc.2,043$123K0.0%+167.8%0.074%
2/1/2022Merriman Wealth Management LLC83,646$5.05M0.3%N/A3.020%
1/31/2022Stone Asset Management Inc.13,680$826K0.5%N/A0.494%
1/20/2022 CRA Financial Services LLC3,380$204K0.1%N/A0.123%
11/16/2021 SeaCrest Wealth Management LLC31,169$1.69M0.2%+23.4%1.163%
11/5/2021Advisor Group Holdings Inc.763$41K0.0%+82.5%0.028%
8/17/2021Citadel Advisors LLC19,858$1.07M0.0%-25.0%0.741%
8/12/2021 SeaCrest Wealth Management LLC25,264$1.36M0.2%+78.2%0.943%
8/4/2021Envestnet Asset Management Inc.2,513,137$135.55M0.1%+0.2%94.125%
5/18/2021Citadel Advisors LLC26,476$1.32M0.0%N/A0.956%
5/17/2021Royal Bank of Canada931$46K0.0%N/A0.033%
5/10/2021Merriman Wealth Management LLC24,789$1.23M0.1%N/A0.858%
5/4/2021Envestnet Asset Management Inc.2,507,818$124.56M0.1%+15.9%90.209%
1/29/2021 Joseph P. Lucia & Associates LLC1,484$70K0.0%N/A0.060%
(Data available from 1/1/2016 forward)

ESGA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ESGA shares?

During the previous two years, 13 institutional investors and hedge funds held shares of American Century Sustainable Equity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($142.01M), Financial Counselors Inc. ($1.61M), Kestra Advisory Services LLC ($1.20M), Stone Asset Management Inc. ($622K), Mission Wealth Management LP ($551K), SeaCrest Wealth Management LLC ($458K), and New York Life Investment Management LLC ($395K).Learn more on ESGA's institutional investors.

Which institutional investors have been buying American Century Sustainable Equity ETF stock?

Of the 11 institutional investors that purchased American Century Sustainable Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($764.55K), Financial Counselors Inc. ($16.15K), Mission Wealth Management LP ($8.37K), New York Life Investment Management LLC ($7.15K), Fisher Asset Management LLC ($5.26K), Greenup Street Wealth Management LLC ($4.73K), and Kestra Advisory Services LLC ($3.67K).

How much institutional buying is happening at American Century Sustainable Equity ETF?

Institutional investors have bought a total of 814,841 shares in the last 24 months. This purchase volume represents approximately $42.88M in transactions.

Which American Century Sustainable Equity ETF major shareholders have been selling company stock?

The following institutional investors have sold American Century Sustainable Equity ETF stock in the last 24 months: Envestnet Asset Management Inc. ($442.36K), Financial Counselors Inc. ($983.00), Aspire Wealth Management Corp ($715.00), CRA Financial Services LLC ($680.00), and Stone Asset Management Inc. ($283.00).

How much institutional selling is happening at American Century Sustainable Equity ETF?

Institutional investors have sold a total of 445,019 shares in the last 24 months. This volume of shares sold represents approximately $19.72M in transactions.


This page (NYSEARCA:ESGA) was last updated on 5/10/2024 by MarketBeat.com Staff

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