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American Century Diversified Municipal Bond ETF

50 hedge funds and large institutions have $163M invested in American Century Diversified Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

32% more funds holding

Funds holding: 3850 (+12)

23% more capital invested

Capital invested by funds: $133M → $163M (+$30.6M)

2.94% more ownership

Funds ownership: 77.59%80.54% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
Merit Financial Group
Georgia
$806K +$100K +1,820 +14%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$738K +$347K +6,302 +89%
EFL
28
ERn Financial LLC
Wisconsin
$706K +$174K +3,152 +33%
FAFN
29
First Affirmative Financial Network
Colorado
$621K +$72.7K +1,318 +13%
SA
30
Stewardship Advisors
Pennsylvania
$587K +$11.6K +210 +2%
F4L
31
Fortune 45 LLC
Louisiana
$545K +$544K +9,873 New
MA
32
Mutual Advisors
Nebraska
$476K
OPS
33
Orion Portfolio Solutions
Nebraska
$364K -$13.7K -249 -4%
PCM
34
Prelude Capital Management
New York
$350K +$349K +6,329 New
FTUS
35
Flow Traders U.S.
New York
$329K -$51.5K -934 -14%
CA
36
Calton & Associates
Florida
$253K
IWM
37
IHT Wealth Management
Illinois
$240K +$827 +15 +0.3%
AWC
38
Adamsbrown Wealth Consultants
Kansas
$229K +$229K +4,151 New
BFM
39
Boothbay Fund Management
New York
$225K +$224K +4,069 New
Osaic Holdings
40
Osaic Holdings
Arizona
$216K +$43.4K +788 +25%
IAG
41
Investment Advisory Group
Massachusetts
$214K +$221K +4,000 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$85K +$76.1K +1,380 +863%
CT
43
Caldwell Trust
Florida
$42.5K
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$1.49K +27 +8%
IA
45
IFP Advisors
Florida
$20K +$20.2K +366 New
SCA
46
Snowden Capital Advisors
New York
$5K +$5.51K +100 New
UBS Group
47
UBS Group
Switzerland
$3K +$3.47K +63 New
LWMNY
48
Landmark Wealth Management (New York)
New York
$1K +$1.19M +21,501 New
FHC
49
First Heartland Consultants
Missouri
$260 +$260K +4,708 New
GRP
50
Global Retirement Partners
California
-$297K -5,381 Closed

TAXF Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2021, worth a combined $163M — up 23% from $133M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TAXF positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $5.87M. The largest seller was Synovus Financial, cutting an estimated $1.27M.

  • 50 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $163M of American Century Diversified Municipal Bond ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 15 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2021 and 3 closed out, a net change of +12 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2021 was OneDigital Investment Advisors, an estimated $5.87M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2021 was Synovus Financial, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2021.