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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
SAG
51
SageView Advisory Group
California
$787K +$179K +3,540 +29%
WIM
52
Westside Investment Management
California
$742K
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$729K +$737K +14,540 New
SA
54
Stewardship Advisors
Pennsylvania
$721K -$60.4K -1,192 -8%
EFL
55
ERn Financial LLC
Wisconsin
$684K +$9.99K +197 +1%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$636K +$38.9K +767 +6%
RW
57
Regimen Wealth
Georgia
$605K +$47.6K +938 +8%
FAFN
58
First Affirmative Financial Network
Colorado
$593K -$20.4K -403 -3%
SF
59
Synovus Financial
Georgia
$584K +$8.21K +162 +1%
BRWM
60
Blue Rock Wealth Management
North Carolina
$581K +$588K +11,595 New
LWM
61
Lodestone Wealth Management
Washington
$545K -$11.6K -229 -2%
EH
62
Equitable Holdings
New York
$530K +$128K +2,531 +32%
MFG
63
Merit Financial Group
Georgia
$521K +$132K +2,613 +34%
AWG
64
Altus Wealth Group
Colorado
$417K +$84.6K +1,669 +25%
LA
65
Lifeworks Advisors
Michigan
$404K
PTC
66
Private Trust Company
Ohio
$393K -$2.13K -42 -0.5%
SPC
67
Sigma Planning Corp
Michigan
$371K +$4.16K +82 +1%
TSS
68
Two Sigma Securities
New York
$330K +$333K +6,577 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$303K +$93.8K +1,851 +44%
Stifel Financial
70
Stifel Financial
Missouri
$272K +$26K +512 +10%
FIA
71
Foundations Investment Advisors
Arizona
$271K -$5.98K -118 -2%
AFO
72
Arrowroot Family Office
California
$257K +$20.3K +401 +8%
CA
73
CGN Advisors
Kansas
$251K -$94.3K -1,859 -27%
FPGK
74
Financial Partners Group (Kansas)
Kansas
$246K -$3.7K -73 -1%
CMBA
75
C.M. Bidwell & Associates
Hawaii
$246K

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.