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American Century Diversified Municipal Bond ETF

58 hedge funds and large institutions have $194M invested in American Century Diversified Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more funds holding

Funds holding: 5558 (+3)

5% more capital invested

Capital invested by funds: $185M → $194M (+$9.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.47% less ownership

Funds ownership: 86.45%81.98% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
26
Good Life Advisors
Pennsylvania
$1.12M +$1.13M +22,560 New
JWCA
27
J.W. Cole Advisors
Florida
$1.08M +$46.9K +936 +4%
SWM
28
SFG Wealth Management
Maryland
$964K +$969K +19,342 New
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$918K +$923K +18,425 New
FWP
30
FAS Wealth Partners
Kansas
$868K -$1.73M -34,581 -67%
CWAF
31
Core Wealth Advisors (Florida)
Florida
$807K +$761K +15,196 +1,540%
FAFN
32
First Affirmative Financial Network
Colorado
$794K -$25.2K -503 -3%
PWA
33
PCG Wealth Advisors
Kansas
$787K -$57.7K -1,152 -7%
FHA
34
Flagship Harbor Advisors
Massachusetts
$574K -$1.3M -25,915 -69%
AWM
35
Aspire Wealth Management
Massachusetts
$569K +$572K +11,420 New
F4L
36
Fortune 45 LLC
Louisiana
$534K -$112K -2,240 -17%
MA
37
Mutual Advisors
Nebraska
$512K -$4.06K -81 -0.8%
HA
38
HYA Advisors
Missouri
$500K -$562K -11,220 -53%
CFS
39
CRA Financial Services
New Jersey
$443K +$445K +8,890 New
ML
40
McAdam LLC
Pennsylvania
$373K +$63.9K +1,275 +21%
IA
41
IFP Advisors
Florida
$369K
CCMG
42
Clark Capital Management Group
Pennsylvania
$367K +$369K +7,362 New
GSWM
43
Greenup Street Wealth Management
Michigan
$354K -$214K -4,278 -38%
PTC
44
Private Trust Company
Ohio
$323K +$325K +6,488 New
Osaic Holdings
45
Osaic Holdings
Arizona
$299K +$60.5K +1,208 +25%
FTUS
46
Flow Traders U.S.
New York
$245K -$2.74M -54,645 -92%
FHC
47
First Heartland Consultants
Missouri
$234K
OMC
48
Old Mission Capital
Illinois
$207K -$107K -2,142 -34%
IAG
49
Investment Advisory Group
Massachusetts
$200K
CMBA
50
C.M. Bidwell & Associates
Hawaii
$172K +$173K +3,445 New

TAXF Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2022, worth a combined $194M — up 5% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TAXF positions and 11 closed out — a net gain of 3 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.62M. The largest seller was HighTower Advisors, exiting entirely with an estimated $11M sold.

  • 58 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2022, up from 55 in Q1 2022.
  • Funds reported $194M of American Century Diversified Municipal Bond ETF stock for Q2 2022, up 5% quarter-over-quarter.
  • 14 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2022 and 11 closed out, a net change of +3 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2022 was Brinker Capital Investments, an estimated $9.62M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2022 was HighTower Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2022.