American Century Diversified Municipal Bond ETF
TAXF
26 hedge funds and large institutions have $78.5M invested in American Century Diversified Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
29% more capital invested
Capital invested by funds: $61M → $78.5M (+$17.5M)
8% more funds holding
Funds holding: 24 → 26 (+2)
0.62% less ownership
Funds ownership: 74.32% → 73.7% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$7.74M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.83M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
+$2.01M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$856K |
| 5 |
LPL Financial
San Diego,
California
|
+$626K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.64M |
| 2 |
Jane Street
New York
|
-$1.14M |
| 3 |
Morgan Stanley
New York
|
-$804K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$48K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.51K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.64M | -29,913 | Closed |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| – | -$48K | -870 | Closed |
|
28
AssetMark Inc
Concord,
California
| – | +$55 | +1 | New |
|
TAXF Hedge Fund Activity: Q1 2021 in Review
26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2021, worth a combined $78.5M — up 29% from $61M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TAXF positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $7.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.64M sold.
- 26 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2021, up from 24 in Q4 2020.
- Funds reported $78.5M of American Century Diversified Municipal Bond ETF stock for Q1 2021, up 29% quarter-over-quarter.
- 4 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2021 and 2 closed out, a net change of +2 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q1 2021 was OneDigital Investment Advisors, an estimated $7.74M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2021.