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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
SAG
51
SageView Advisory Group
California
$750K -$26.5K -528 -3%
CGH
52
Crossmark Global Holdings
Texas
$749K +$756K +15,078 New
FAFN
53
First Affirmative Financial Network
Colorado
$689K +$105K +2,099 +18%
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
California
$661K +$33.8K +674 +5%
Wells Fargo
55
Wells Fargo
California
$632K +$640K +12,776 +1,277,600%
RW
56
Regimen Wealth
Georgia
$606K +$10.1K +201 +2%
BRWM
57
Blue Rock Wealth Management
North Carolina
$547K -$27.3K -545 -5%
GLA
58
Good Life Advisors
Pennsylvania
$543K -$339K -6,757 -38%
LWM
59
Lodestone Wealth Management
Washington
$523K -$14.8K -296 -3%
EH
60
Equitable Holdings
New York
$515K -$7.42K -148 -1%
SF
61
Synovus Financial
Georgia
$510K -$67.1K -1,339 -11%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$476K -$246K -4,915 -34%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$449K +$152K +3,029 +50%
SA
64
Stewardship Advisors
Pennsylvania
$437K -$278K -5,545 -39%
MFG
65
Merit Financial Group
Georgia
$417K -$99K -1,976 -19%
AWG
66
Altus Wealth Group
Colorado
$410K -$1.25K -25 -0.3%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$408K +$413K +8,237 New
LA
68
Lifeworks Advisors
Michigan
$399K
PTC
69
Private Trust Company
Ohio
$398K +$10.2K +204 +3%
SPC
70
Sigma Planning Corp
Michigan
$323K -$43.5K -867 -12%
FIA
71
Foundations Investment Advisors
Arizona
$307K +$40.1K +800 +15%
FGA
72
Fortis Group Advisors
New Jersey
$275K +$278K +5,548 New
Citadel Advisors
73
Citadel Advisors
Florida
$261K +$265K +5,278 New
Stifel Financial
74
Stifel Financial
Missouri
$251K -$18.2K -363 -7%
CMBA
75
C.M. Bidwell & Associates
Hawaii
$243K

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.