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American Century Diversified Municipal Bond ETF

91 hedge funds and large institutions have $414M invested in American Century Diversified Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

17% more funds holding

Funds holding: 7891 (+13)

10% more capital invested

Capital invested by funds: $377M → $414M (+$37.1M)

2.63% more ownership

Funds ownership: 76.8%79.42% (+2.6%)

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
39
Reduced
25
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
GEM Asset Management
Michigan
$3.16M -$196K -3,872 -6%
CAC
27
Certified Advisory Corp
Florida
$2.93M +$168K +3,315 +6%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$2.91M +$174K +3,439 +6%
LWMNY
29
Landmark Wealth Management (New York)
New York
$2.87M +$85.8K +1,692 +3%
GRP
30
Global Retirement Partners
California
$2.84M +$337K +6,639 +13%
GVAG
31
Great Valley Advisor Group
Delaware
$2.35M +$2.38M +46,879 New
PVI
32
Pine Valley Investments
New Jersey
$2.03M -$55.9K -1,102 -3%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.96M -$496K -9,781 -20%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.96M -$496K -9,781 -20%
Comerica Bank
35
Comerica Bank
Texas
$1.9M +$981K +19,342 +105%
MA
36
Mutual Advisors
Nebraska
$1.88M +$59.5K +1,173 +3%
OFS
37
OneAscent Financial Services
Alabama
$1.7M +$1.72M +33,913 New
IAA
38
Independent Advisor Alliance
North Carolina
$1.66M +$1.68M +33,168 New
CWAF
39
Core Wealth Advisors (Florida)
Florida
$1.5M -$96.8K -1,909 -6%
FAIM
40
Financial Advocates Investment Management
Washington
$1.46M -$320K -6,320 -18%
Mariner
41
Mariner
Kansas
$1.46M -$2.28K -45 -0.2%
PCIA
42
Prime Capital Investment Advisors
Kansas
$1.22M +$165K +3,253 +15%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.19M +$13.9K +274 +1%
CB
44
CNB Bank
Pennsylvania
$1.12M
FFC
45
Frederick Financial Consultants
Maryland
$993K +$1M +19,801 New
GLA
46
Good Life Advisors
Pennsylvania
$889K -$113K -2,222 -11%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$862K -$55.8K -1,101 -6%
WWA
48
WCG Wealth Advisors
Nevada
$839K +$848K +16,733 New
PA
49
PFG Advisors
Arizona
$838K +$25.5K +503 +3%
Osaic Holdings
50
Osaic Holdings
Arizona
$838K -$3.13M -61,770 -79%

TAXF Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2024, worth a combined $414M — up 9.8% from $377M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TAXF positions and 2 closed out — a net gain of 15 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Sunpointe, adding an estimated $9.33M. The largest seller was Osaic Holdings, cutting an estimated $3.13M.

  • 91 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $414M of American Century Diversified Municipal Bond ETF stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 17 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +15 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2024 was Sunpointe, an estimated $9.33M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2024.