American Century Diversified Municipal Bond ETF
TAXF
50 hedge funds and large institutions have $163M invested in American Century Diversified Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 3 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 4
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
32% more funds holding
Funds holding: 38 → 50 (+12)
23% more capital invested
Capital invested by funds: $133M → $163M (+$30.6M)
2.94% more ownership
Funds ownership: 77.59% → 80.54% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$5.87M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$4.93M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.11M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.09M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Synovus Financial
Columbus,
Georgia
|
-$1.27M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$297K |
| 3 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$97K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$51.5K |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$13.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
51
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$10K | -190 | Closed |
|
52
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -36 | Closed |
|
TAXF Hedge Fund Activity: Q4 2021 in Review
50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2021, worth a combined $163M — up 23% from $133M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TAXF positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 4 trimmed.
The largest buyer was OneDigital Investment Advisors, adding an estimated $5.87M. The largest seller was Synovus Financial, cutting an estimated $1.27M.
- 50 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2021, up from 38 in Q3 2021.
- Funds reported $163M of American Century Diversified Municipal Bond ETF stock for Q4 2021, up 23% quarter-over-quarter.
- 15 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2021 and 3 closed out, a net change of +12 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q4 2021 was OneDigital Investment Advisors, an estimated $5.87M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q4 2021 was Synovus Financial, an estimated $1.27M sold.
Based on aggregated 13F filings for Q4 2021.