TAXF icon

American Century Diversified Municipal Bond ETF
TAXF

Overview Fund Activity

77 hedge funds and large institutions have $278M invested in American Century Diversified Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
+5
Holders Change %
+6.94%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
30
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$25.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$67.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.36M
4
CI
4
CX Institutional
Indiana
$22M
5
FWP
5
FAS Wealth Partners
Kansas
$2.2M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$15.4M
2
American Century Companies
2
American Century Companies
Missouri
$6.41M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.13M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$2.13M
5
BFM
5
Boothbay Fund Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LWMNY
26
Landmark Wealth Management (New York)
New York
$1.65M 34,409 +34,409 New
CB
27
CNB Bank
Pennsylvania
$1.64M 34,265 -950 -3%
CWA
28
Core Wealth Advisors
Florida
$1.62M 33,784 +3,201 +10%
GRP
29
Global Retirement Partners
California
$1.58M 33,200 -4,592 -12%
EFL
30
ERn Financial LLC
Wisconsin
$1.51M 31,453 -2,410 -7%
DAS
31
Dynamic Advisor Solutions
Arizona
$1.46M 30,445 +2,283 +8%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$1.45M 30,159 -7,563 -20%
VWA
33
Visionary Wealth Advisors
Illinois
$1.36M 28,427 +20,812 +273%
Mariner
34
Mariner
Kansas
$1.36M 28,378 +737 +3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$1.2M 25,089 +4 +0%
OFS
36
OneAscent Financial Services
Alabama
$1.13M 23,481 +23,481 New
SF
37
Synovus Financial
Georgia
$1.11M 23,114 -424 -2%
Comerica Bank
38
Comerica Bank
Texas
$978K 20,386 +20,386 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$947K 19,750 +1,045 +6%
GLA
40
Good Life Advisors
Pennsylvania
$936K 19,529 -1,873 -9%
FAIM
41
Financial Advocates Investment Management
Washington
$861K 17,921 +4,410 +33%
AWG
42
Altus Wealth Group
Colorado
$849K 17,716 +974 +6%
JWCA
43
J.W. Cole Advisors
Florida
$825K 17,196 -46 -0.3%
EH
44
Equitable Holdings
New York
$759K 15,836 +294 +2%
CA
45
CGN Advisors
Kansas
$648K 13,515 -3,369 -20%
LWM
46
Lodestone Wealth Management
Washington
$639K 13,328 -234 -2%
MA
47
Mutual Advisors
Nebraska
$636K 13,264 +4,104 +45%
MFG
48
Merit Financial Group
Georgia
$613K 12,784 -729 -5%
SAG
49
SageView Advisory Group
California
$600K 12,505 -680 -5%
SWM
50
SFG Wealth Management
Maryland
$590K 12,295 -5,724 -32%
1
2
3 4