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American Century Diversified Municipal Bond ETF
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Overview Fund Activity

72 hedge funds and large institutions have $243M invested in American Century Diversified Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+5
Holders Change %
+7.46%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
29
Reduced
23
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.4M
2
CCM
2
Condor Capital Management
New Jersey
$6.07M
3
LPL Financial
3
LPL Financial
California
$15.8M
4
BFM
4
Boothbay Fund Management
New York
$1.32M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.25M

Top Sellers

1
OIA
1
OneDigital Investment Advisors
Kansas
$18.2M
2
FWP
2
FAS Wealth Partners
Kansas
$0
3
LWMNY
3
Landmark Wealth Management (New York)
New York
$0
4
CI
4
CX Institutional
Indiana
$20.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$454K +$454K +9,085 New
LA
52
Lifeworks Advisors
Michigan
$451K – – –
PTC
53
Private Trust Company
Ohio
$388K -$3.85K -77 -1%
Stifel Financial
54
Stifel Financial
Missouri
$383K +$450 +9 +0.1%
FTUS
55
Flow Traders U.S.
New York
$382K +$382K +7,635 New
VWA
56
Visionary Wealth Advisors
Illinois
$381K +$381K +7,615 New
CFS
57
CRA Financial Services
New Jersey
$359K -$32K -640 -8%
GVAG
58
Great Valley Advisor Group
Delaware
$286K +$71.5K +1,430 +33%
RW
59
Regimen Wealth
Georgia
$268K +$1.95K +39 +0.7%
FCM
60
Firestone Capital Management
Florida
$261K – – –
FPGK
61
Financial Partners Group (Kansas)
Kansas
$254K -$47.5K -960 -16%
ML
62
McAdam LLC
Pennsylvania
$234K -$5.25K -105 -2%
FHC
63
First Heartland Consultants
Missouri
$227K – – –
IAG
64
Investment Advisory Group
Massachusetts
$200K – – –
CMBA
65
C.M. Bidwell & Associates
Hawaii
$172K – – –
UBS Group
66
UBS Group
Switzerland
$48.9K +$39.1K +782 +401%
TRCT
67
Tower Research Capital (TRC)
New York
$30K +$30K +600 New
AssetMark Inc
68
AssetMark Inc
California
$23.1K +$2.45K +49 +12%
GWM
69
Geneos Wealth Management
Colorado
$11.8K – – –
BTI
70
Blue Trust Inc
Georgia
$11K – – –
S
71
SignatureFD
Georgia
$534 +$534 +11 New
Wells Fargo
72
Wells Fargo
California
$32 +$32 +1 New
FWP
73
FAS Wealth Partners
Kansas
– -$1.94M -38,494 Closed
LWMNY
74
Landmark Wealth Management (New York)
New York
– -$1.88M -37,265 Closed
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
– -$527K -10,465 Closed
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