American Century Diversified Municipal Bond ETF
TAXF
53 hedge funds and large institutions have $232M invested in American Century Diversified Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
20% more capital invested
Capital invested by funds: $194M → $232M (+$37.9M)
4.22% more ownership
Funds ownership: 81.98% → 86.2% (+4.2%)
9% less funds holding
Funds holding: 58 → 53 (-5)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$31.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.02M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$6.47M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.44M |
| 5 |
FPGK
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$7.87M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.19M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.46M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.14M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CT
51
Caldwell Trust
Venice,
Florida
| $36.7K | – | – | – |
|
|
FHC
52
First Heartland Consultants
Lake St. Louis,
Missouri
| $224 | – | – | – |
|
|
SWM
53
SFG Wealth Management
Towson,
Maryland
| – | -$964K | -19,342 | Closed |
|
|
F4L
54
Fortune 45 LLC
Gonzales,
Louisiana
| – | -$534K | -10,731 | Closed |
|
|
CCMG
55
Clark Capital Management Group
Philadelphia,
Pennsylvania
| – | -$367K | -7,362 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$207K | -4,159 | Closed |
|
|
IAG
57
Investment Advisory Group
Hanover,
Massachusetts
| – | -$200K | -4,000 | Closed |
|
58
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$62K | -1,242 | Closed |
|
|
BFPW
59
BOK Financial Private Wealth
Denver,
Colorado
| – | -$20K | -410 | Closed |
|
|
PFGIA
60
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$19K | -379 | Closed |
|
61
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$17K | -343 | Closed |
|
|
JPLA
62
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$9K | -190 | Closed |
|
TAXF Hedge Fund Activity: Q3 2022 in Review
53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2022, worth a combined $232M — up 20% from $194M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TAXF and 6 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 24 added.
The largest buyer was Jane Street, adding an estimated $31.3M. The largest seller was Brinker Capital Investments, cutting an estimated $7.87M.
- 53 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2022, down from 58 in Q2 2022.
- Funds reported $232M of American Century Diversified Municipal Bond ETF stock for Q3 2022, up 20% quarter-over-quarter.
- 6 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2022 and 10 closed out, a net change of -4 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q3 2022 was Jane Street, an estimated $31.3M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q3 2022 was Brinker Capital Investments, an estimated $7.87M sold.
Based on aggregated 13F filings for Q3 2022.