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American Century Diversified Municipal Bond ETF

79 hedge funds and large institutions have $343M invested in American Century Diversified Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $319M → $343M (+$24.1M)

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.44% less ownership

Funds ownership: 83.28%79.84% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
46
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
Mutual Advisors
Nebraska
$2.37M +$284K +5,609 +14%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.36M +$1.31M +25,794 +123%
KAS
28
Kestra Advisory Services
Texas
$2.34M +$734K +14,473 +45%
FWP
29
FAS Wealth Partners
Kansas
$2.32M +$171K +3,376 +8%
CWAF
30
Core Wealth Advisors (Florida)
Florida
$2.19M +$206K +4,055 +10%
PVI
31
Pine Valley Investments
New Jersey
$2.12M +$182K +3,594 +9%
AWA
32
ARQ Wealth Advisors
Arizona
$2.06M +$2.07M +40,797 New
GRP
33
Global Retirement Partners
California
$2.04M +$291K +5,741 +17%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$1.79M +$482K +9,514 +37%
CB
35
CNB Bank
Pennsylvania
$1.71M
FAIM
36
Financial Advocates Investment Management
Washington
$1.51M +$392K +7,737 +36%
OFS
37
OneAscent Financial Services
Alabama
$1.51M +$7K +138 +0.5%
Mariner
38
Mariner
Kansas
$1.45M +$30.7K +605 +2%
SA
39
Stewardship Advisors
Pennsylvania
$1.43M -$6.53M -128,812 -82%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.4M +$1.4M +27,602 +920,067%
GLA
41
Good Life Advisors
Pennsylvania
$1.34M +$277K +5,458 +26%
DAS
42
Dynamic Advisor Solutions
Arizona
$1.3M -$32.8K -646 -2%
PCIA
43
Prime Capital Investment Advisors
Kansas
$1.29M +$1.29M +25,431 New
Comerica Bank
44
Comerica Bank
Texas
$1.06M +$5.17K +102 +0.5%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$820K -$251K -4,953 -23%
EH
46
Equitable Holdings
New York
$803K +$64.2K +1,267 +9%
WIM
47
Westside Investment Management
California
$748K
EFL
48
ERn Financial LLC
Wisconsin
$726K +$14K +276 +2%
JWCA
49
J.W. Cole Advisors
Florida
$722K +$27.3K +539 +4%
NA
50
NewEdge Advisors
Louisiana
$714K +$30.4K +600 +4%

TAXF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2024, worth a combined $343M — up 7.6% from $319M a quarter earlier.

Fund positioning in TAXF was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 46 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.6M. The largest seller was Stewardship Advisors, cutting an estimated $6.53M.

  • 79 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $343M of American Century Diversified Municipal Bond ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of 0 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $6.6M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2024 was Stewardship Advisors, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2024.