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American Century Diversified Municipal Bond ETF
TAXF

Overview Fund Activity

72 hedge funds and large institutions have $243M invested in American Century Diversified Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
29
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.4M
2
CCM
2
Condor Capital Management
New Jersey
$6.07M
3
LPL Financial
3
LPL Financial
California
$15.8M
4
BFM
4
Boothbay Fund Management
New York
$1.32M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.25M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.2M
2
FWP
2
FAS Wealth Partners
Kansas
$0
3
LWMNY
3
Landmark Wealth Management (New York)
New York
$0
4
CI
4
CX Institutional
Indiana
$20.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$1.69M -$74.6K -1,491 -4%
CWA
27
Core Wealth Advisors
Florida
$1.53M +$248K +4,954 +19%
DAS
28
Dynamic Advisor Solutions
Arizona
$1.41M -$99.2K -1,984 -7%
Mariner
29
Mariner
Kansas
$1.38M +$307K +6,138 +29%
BFM
30
Boothbay Fund Management
New York
$1.32M +$1.32M +26,367 New
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$1.25M +$1.25M +25,085 New
SF
32
Synovus Financial
Georgia
$1.18M -$18.7K -373 -2%
GLA
33
Good Life Advisors
Pennsylvania
$1.07M +$20.3K +406 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$935K +$500 +10 +0.1%
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$908K +$908K +18,151 New
SWM
36
SFG Wealth Management
Maryland
$901K +$901K +18,019 New
JWCA
37
J.W. Cole Advisors
Florida
$862K -$71K -1,419 -8%
CA
38
CGN Advisors
Kansas
$844K -$124K -2,473 -13%
AWG
39
Altus Wealth Group
Colorado
$837K -$17.1K -342 -2%
EH
40
Equitable Holdings
New York
$777K +$777K +15,542 New
LWM
41
Lodestone Wealth Management
Washington
$678K +$800 +16 +0.1%
MFG
42
Merit Financial Group
Georgia
$676K -$118K -2,360 -15%
FAIM
43
Financial Advocates Investment Management
Washington
$676K +$373K +7,470 +124%
SAG
44
SageView Advisory Group
California
$659K +$659K +13,185 New
PA
45
PFG Advisors
Arizona
$575K +$196K +3,915 +52%
WIM
46
Westside Investment Management
California
$550K – – –
FAFN
47
First Affirmative Financial Network
Colorado
$550K -$1.1K -22 -0.2%
FAG
48
Fortitude Advisory Group
Washington
$482K -$225K -4,500 -32%
IA
49
IFP Advisors
Florida
$463K +$109K +2,178 +31%
MA
50
Mutual Advisors
Nebraska
$458K +$200 +4 +0%
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