American Century California Municipal Bond ETF
CATF
5 hedge funds and large institutions have $30.4M invested in American Century California Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
16% more capital invested
Capital invested by funds: $26.2M → $30.4M (+$4.23M)
0.44% more ownership
Funds ownership: 93.35% → 93.79% (+0.44%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$7.73M |
| 2 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$999K |
| 3 |
EFG
Ehrlich Financial Group
Laguna Niguel,
California
|
+$533K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$4.13M |
| 2 |
Jane Street
New York
|
-$281K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
American Century Companies
Kansas City,
Missouri
| $20.5M | -$4.13M | -81,900 | -17% |
|
|
SLWA
2
San Luis Wealth Advisors
San Luis Obispo,
California
| $7.65M | +$7.73M | +153,456 | New |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $1.69M | +$999K | +19,817 | +140% |
|
|
EFG
4
Ehrlich Financial Group
Laguna Niguel,
California
| $527K | +$533K | +10,576 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $6.78K | -$10.4K | -207 | -60% |
|
|
6
Jane Street
New York
| – | -$281K | -5,507 | Closed |
|
CATF Hedge Fund Activity: Q4 2024 in Review
5 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in American Century California Municipal Bond ETF (CATF) for Q4 2024, worth a combined $30.4M — up 16% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CATF positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was San Luis Wealth Advisors, opening a new position worth an estimated $7.73M. The largest seller was American Century Companies, cutting an estimated $4.13M.
- 5 institutional investors held American Century California Municipal Bond ETF (CATF) as of Q4 2024, up from 4 in Q3 2024.
- Funds reported $30.4M of American Century California Municipal Bond ETF stock for Q4 2024, up 16% quarter-over-quarter.
- 2 funds opened new American Century California Municipal Bond ETF positions in Q4 2024 and 1 closed out, a net change of +1 holder.
- The largest American Century California Municipal Bond ETF buyer in Q4 2024 was San Luis Wealth Advisors, an estimated $7.73M added.
- The largest American Century California Municipal Bond ETF seller in Q4 2024 was American Century Companies, an estimated $4.13M sold.
Based on aggregated 13F filings for Q4 2024.