We are live on ! Find out more
TAXF icon

American Century Diversified Municipal Bond ETF

55 hedge funds and large institutions have $185M invested in American Century Diversified Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.7M)

10% more funds holding

Funds holding: 5055 (+5)

5.91% more ownership

Funds ownership: 80.54%86.45% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
HYA Advisors
Missouri
$1.1M +$289K +5,417 +34%
JWCA
27
J.W. Cole Advisors
Florida
$1.07M +$98.4K +1,843 +10%
PWA
28
PCG Wealth Advisors
Kansas
$875K -$319K -5,966 -26%
FAFN
29
First Affirmative Financial Network
Colorado
$848K +$277K +5,182 +46%
MFG
30
Merit Financial Group
Georgia
$753K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$752K -$412K -7,708 -35%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$735K +$46.6K +872 +7%
F4L
33
Fortune 45 LLC
Louisiana
$669K +$165K +3,098 +31%
GSWM
34
Greenup Street Wealth Management
Michigan
$588K -$368K -6,896 -38%
MA
35
Mutual Advisors
Nebraska
$534K +$92.4K +1,731 +20%
Citadel Advisors
36
Citadel Advisors
Florida
$450K -$2.06M -38,590 -82%
IA
37
IFP Advisors
Florida
$369K +$374K +7,010 +1,915%
OPS
38
Orion Portfolio Solutions
Nebraska
$365K +$25.7K +481 +7%
GRP
39
Global Retirement Partners
California
$326K +$349K +6,544 New
OMC
40
Old Mission Capital
Illinois
$325K +$337K +6,301 New
ML
41
McAdam LLC
Pennsylvania
$321K +$332K +6,209 New
IWM
42
IHT Wealth Management
Illinois
$317K +$96.4K +1,805 +42%
BFM
43
Boothbay Fund Management
New York
$304K +$96.7K +1,811 +45%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$295K +$305K +5,708 New
CA
45
Calton & Associates
Florida
$262K +$26.7K +500 +11%
Osaic Holdings
46
Osaic Holdings
Arizona
$247K +$46K +861 +22%
FHC
47
First Heartland Consultants
Missouri
$243K
IAG
48
Investment Advisory Group
Massachusetts
$206K
CWAF
49
Core Wealth Advisors (Florida)
Florida
$51K +$52.7K +987 New
CT
50
Caldwell Trust
Florida
$39.8K

TAXF Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2022, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TAXF positions and 5 closed out — a net gain of 5 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $15.9M. The largest seller was CX Institutional, cutting an estimated $2.13M.

  • 55 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $185M of American Century Diversified Municipal Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 10 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2022 was Jane Street, an estimated $15.9M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2022 was CX Institutional, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.