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American Century Diversified Municipal Bond ETF

91 hedge funds and large institutions have $412M invested in American Century Diversified Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.58% more ownership

Funds ownership: 79.42%80% (+0.58%)

0% more funds holding

Funds holding: 9191 (0)

1% less capital invested

Capital invested by funds: $414M → $412M (-$2.42M)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
GEM Asset Management
Michigan
$3.27M +$139K +2,776 +4%
USCWA
27
U.S. Capital Wealth Advisors
Texas
$3.07M +$199K +3,966 +7%
CAC
28
Certified Advisory Corp
Florida
$2.89M
LWMNY
29
Landmark Wealth Management (New York)
New York
$2.79M -$40.5K -808 -1%
Jane Street
30
Jane Street
New York
$2.74M -$1.27M -25,405 -31%
PCIA
31
Prime Capital Investment Advisors
Kansas
$2.37M +$1.18M +23,497 +97%
PVI
32
Pine Valley Investments
New Jersey
$1.93M -$73.7K -1,470 -4%
BCI
33
Brinker Capital Investments
Pennsylvania
$1.9M -$31.4K -627 -2%
OPS
34
Orion Portfolio Solutions
Nebraska
$1.9M -$31.4K -627 -2%
OFS
35
OneAscent Financial Services
Alabama
$1.7M +$21.9K +436 +1%
FAIM
36
Financial Advocates Investment Management
Washington
$1.63M +$196K +3,905 +13%
MA
37
Mutual Advisors
Nebraska
$1.45M -$385K -7,678 -20%
Mariner
38
Mariner
Kansas
$1.44M +$6.57K +131 +0.5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$1.41M +$235K +4,682 +20%
CWAF
40
Core Wealth Advisors (Florida)
Florida
$1.39M -$93.2K -1,859 -6%
FTUS
41
Flow Traders U.S.
New York
$1.18M +$1.2M +23,879 New
EFL
42
ERn Financial LLC
Wisconsin
$964K +$292K +5,835 +43%
CB
43
CNB Bank
Pennsylvania
$926K -$181K -3,620 -16%
FFC
44
Frederick Financial Consultants
Maryland
$919K -$61.2K -1,222 -6%
PA
45
PFG Advisors
Arizona
$907K +$81.3K +1,623 +10%
GVAG
46
Great Valley Advisor Group
Delaware
$885K -$1.45M -28,994 -62%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$878K +$28K +558 +3%
Comerica Bank
48
Comerica Bank
Texas
$828K -$1.06M -21,065 -56%
Osaic Holdings
49
Osaic Holdings
Arizona
$790K -$37.4K -747 -4%
WIM
50
Westside Investment Management
California
$772K +$40.1K +800 +5%

TAXF Hedge Fund Activity: Q1 2025 in Review

91 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2025, worth a combined $412M — down 0.58% from $414M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAXF positions and 11 closed out — a net gain of 2 holders — while 35 added to existing stakes and 38 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.16M. The largest seller was Cooper Capital Advisors, exiting entirely with an estimated $5.75M sold.

  • 91 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $412M of American Century Diversified Municipal Bond ETF stock for Q1 2025, down 0.58% quarter-over-quarter.
  • 13 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2025 and 11 closed out, a net change of +2 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2025 was Old Mission Capital, an estimated $4.16M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2025 was Cooper Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q1 2025.