Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI)

26 + Investors. Track Smart Money conviction in SDSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
76%

Smart Money Signals — SDSI

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added SDSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
26 hedge funds hold SDSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +62% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+62% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

19 buying6 selling
Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 50% entered in last year

■ 19% conviction (2yr+) ■ 31% medium ■ 50% new
Only 5 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~6 new funds/quarter

8 → 1 → 5 → 6 → 6 new funds/Q
New funds entering each quarter: 1 → 5 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 69% of holders entered in last year

■ 19% veterans ■ 12% 1-2yr ■ 69% new
Of 26 current holders: 18 (69%) entered in the past year, only 5 (19%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 64% AUM from top-100 funds

64% from top-100 AUM funds
4 of 26 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SDSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SDSI

How many hedge funds hold SDSI — quarterly history vs. share price
Quarterly hedge fund ownership of SDSI vs. share price

Market Analysis: SDSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDSI

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: SDSI
2026 Q1 Stats Unlock in 16 days 26 + Investors

Track Smart Money conviction in SDSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 26 20 30.0%
13F Shares 2M 2M 44.01%
Total Value $120M $83M 43.67%
New Positions 6 6 -
Increased Positions 13 13 -
Closed Positions 0 3 -3
Reduced Positions 6 1 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDSI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

26 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDSI. Verified SEC 13F-HR filings.

Top 16 institutional holders of SDSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.70% 81,557 $4.2M
2 Nova Wealth Management, Inc. 0.62% 18,524 $950K
3 Investment Advisory Group, LLC 0.38% 29,000 $1.5M
4 Medallion Wealth Advisors, LLC 0.29% 12,620 $645K
5 Peak Planning Group, LLC 0.15% 10,477 $537K
6 IFP Advisors, Inc 0.06% 58,933 $3.0M
7 Beacon Financial Advisory LLC 0.05% 4,495 $231K
8 Legacy Financial Strategies, LLC 0.04% 4,715 $242K
9 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.01% 4,434 $227K
10 Farther Finance Advisors, LLC 0.01% 19,447 $997K
11 KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% 14,373 $737K
12 U.S. Capital Wealth Advisors, LLC 0.01% 5,692 $292K
13 Kestra Advisory Services, LLC 0.00% 11,265 $578K
14 Cambridge Investment Research Advisors, Inc. 0.00% 13,545 —
15 JNBA Financial Advisors 0.00% 105 $5K
16 Ascentis Independent Advisors 0.00% 14 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — AMERICAN CENTURY SHORT DURATION STRATEGIC INCOME ETF (SDSI)

What does the Smart Money Trend signal show for SDSI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SDSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SDSI?

More buyers than sellers — 76% buying: Last quarter: 19 funds were net buyers (6 opened a brand new position + 13 added to an existing one). Only 6 were sellers (6 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDSI holders?

Elite ownership — 64% AUM from top-100 funds: 4 of 26 holders are among the 100 largest funds by AUM, controlling 64% of total institutional value in SDSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SDSI?

Mostly new holders — 50% entered in last year: Only 5 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.