American Century California Municipal Bond ETF
CATF
5 hedge funds and large institutions have $27.3M invested in American Century California Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
0% more funds holding
Funds holding: 5 → 5 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
8.86% less ownership
Funds ownership: 93.79% → 84.93% (-8.9%)
10% less capital invested
Capital invested by funds: $30.4M → $27.3M (-$3.14M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SLWA
San Luis Wealth Advisors
San Luis Obispo,
California
|
+$1.86M |
| 2 |
CCA
Cooper Capital Advisors
Encinitas,
California
|
+$839K |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$133K |
| 4 |
EFG
Ehrlich Financial Group
Laguna Niguel,
California
|
+$35K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$5.74M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.78K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
American Century Companies
Kansas City,
Missouri
| $14.6M | -$5.74M | -115,000 | -28% |
|
|
SLWA
2
San Luis Wealth Advisors
San Luis Obispo,
California
| $9.42M | +$1.86M | +37,340 | +24% |
|
|
WCG
3
Weaver Consulting Group
Huntington Beach,
California
| $1.81M | +$133K | +2,668 | +8% |
|
|
CCA
4
Cooper Capital Advisors
Encinitas,
California
| $831K | +$839K | +16,828 | New |
|
|
EFG
5
Ehrlich Financial Group
Laguna Niguel,
California
| $557K | +$35K | +701 | +7% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6.78K | -136 | Closed |
|
CATF Hedge Fund Activity: Q1 2025 in Review
5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Century California Municipal Bond ETF (CATF) for Q1 2025, worth a combined $27.3M — down 10% from $30.4M a quarter earlier.
Fund positioning in CATF was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 1 trimmed.
The largest buyer was San Luis Wealth Advisors, adding an estimated $1.86M. The largest seller was American Century Companies, cutting an estimated $5.74M.
- 5 institutional investors held American Century California Municipal Bond ETF (CATF) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $27.3M of American Century California Municipal Bond ETF stock for Q1 2025, down 10% quarter-over-quarter.
- 1 fund opened new American Century California Municipal Bond ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest American Century California Municipal Bond ETF buyer in Q1 2025 was San Luis Wealth Advisors, an estimated $1.86M added.
- The largest American Century California Municipal Bond ETF seller in Q1 2025 was American Century Companies, an estimated $5.74M sold.
Based on aggregated 13F filings for Q1 2025.