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American Century Diversified Municipal Bond ETF
TAXF

Overview Fund Activity

77 hedge funds and large institutions have $347M invested in American Century Diversified Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
36
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$97.5M
2
NA
2
NewEdge Advisors
Louisiana
$3.02M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.1M
4
IA
4
IFP Advisors
Florida
$7.26M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$38.6M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Jane Street
2
Jane Street
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.14M
4
OIA
4
OneDigital Investment Advisors
Kansas
$7.69M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
26
FAS Wealth Partners
Kansas
$2.51M +$194K +3,859 +8%
AWA
27
ARQ Wealth Advisors
Arizona
$2.51M +$453K +8,995 +22%
GRP
28
Global Retirement Partners
California
$2.46M +$421K +8,364 +21%
OPS
29
Orion Portfolio Solutions
Nebraska
$2.45M -$119K -2,364 -5%
BCI
30
Brinker Capital Investments
Pennsylvania
$2.45M -$119K -2,364 -5%
PVI
31
Pine Valley Investments
New Jersey
$2.18M +$59.9K +1,190 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.14M -$3.07M -60,981 -59%
MA
33
Mutual Advisors
Nebraska
$1.94M -$438K -8,625 -18%
DAS
34
Dynamic Advisor Solutions
Arizona
$1.79M +$504K +9,999 +39%
FAIM
35
Financial Advocates Investment Management
Washington
$1.63M +$165K +3,274 +11%
OFS
36
OneAscent Financial Services
Alabama
$1.55M +$44.4K +882 +3%
CB
37
CNB Bank
Pennsylvania
$1.48M -$227K -4,500 -13%
Mariner
38
Mariner
Kansas
$1.47M +$23.6K +468 +2%
GLA
39
Good Life Advisors
Pennsylvania
$1.34M +$4.43K +88 +0.3%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.19M -$1.16M -23,118 -49%
Comerica Bank
41
Comerica Bank
Texas
$1.07M +$19.4K +386 +2%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$937K +$120K +2,389 +15%
SA
43
Stewardship Advisors
Pennsylvania
$787K -$638K -12,668 -45%
RJA
44
Raymond James & Associates
Florida
$771K +$240K +4,767 +45%
WIM
45
Westside Investment Management
California
$745K – – –
PA
46
PFG Advisors
Arizona
$736K +$174K +3,453 +31%
PCIA
47
Prime Capital Investment Advisors
Kansas
$725K -$555K -11,027 -43%
EFL
48
ERn Financial LLC
Wisconsin
$697K -$26.2K -520 -4%
MFG
49
Merit Financial Group
Georgia
$644K – – –
SAG
50
SageView Advisory Group
California
$621K -$618K -12,227 Closed
1
2
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