TAXF icon

American Century Diversified Municipal Bond ETF
TAXF

Overview Fund Activity

78 hedge funds and large institutions have $319M invested in American Century Diversified Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
32
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$83.9M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$34.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.4M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.89M
5
IA
5
IFP Advisors
Florida
$4.84M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$9.87M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
CCM
3
Condor Capital Management
New Jersey
$3.14M
4
CI
4
CX Institutional
Indiana
$20.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.79M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$2.06M 40,388 -4,108 -9%
CWA
27
Core Wealth Advisors
Florida
$2M 39,300 +5,516 +16%
PVI
28
Pine Valley Investments
New Jersey
$1.96M 38,422 -10,541 -22%
GRP
29
Global Retirement Partners
California
$1.76M 34,660 +1,460 +4%
CB
30
CNB Bank
Pennsylvania
$1.72M 33,825 -440 -1%
KAS
31
Kestra Advisory Services
Texas
$1.63M 31,901 +31,901 New
OFS
32
OneAscent Financial Services
Alabama
$1.52M 29,751 +6,270 +27%
FTUS
33
Flow Traders U.S.
New York
$1.44M 28,162 +28,162 New
Mariner
34
Mariner
Kansas
$1.43M 28,124 -254 -0.9%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$1.35M 26,408 -3,751 -12%
DAS
36
Dynamic Advisor Solutions
Arizona
$1.34M 26,277 -4,168 -14%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$1.32M 25,969 +19,343 +292%
Jane Street
38
Jane Street
New York
$1.13M 22,194 -12,717 -36%
FAIM
39
Financial Advocates Investment Management
Washington
$1.12M 21,302 +3,381 +19%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.08M 21,166 -3,923 -16%
GLA
41
Good Life Advisors
Pennsylvania
$1.08M 21,136 +1,607 +8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.07M 20,933 +1,183 +6%
Comerica Bank
43
Comerica Bank
Texas
$1.06M 20,835 +449 +2%
AWG
44
Altus Wealth Group
Colorado
$898K 17,630 -86 -0.5%
SWM
45
SFG Wealth Management
Maryland
$760K 14,916 +2,621 +21%
WIM
46
Westside Investment Management
California
$754K 14,800 +3,800 +35%
EH
47
Equitable Holdings
New York
$745K 14,624 -1,212 -8%
EFL
48
ERn Financial LLC
Wisconsin
$711K 14,077 -17,376 -55%
JWCA
49
J.W. Cole Advisors
Florida
$700K 13,735 -3,461 -20%
NA
50
NewEdge Advisors
Louisiana
$689K 13,518 +3,916 +41%
1
2
3 4