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American Century Diversified Municipal Bond ETF

88 hedge funds and large institutions have $396M invested in American Century Diversified Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 80%81.41% (+1.4%)

4% less capital invested

Capital invested by funds: $412M → $396M (-$15.4M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 9188 (-3)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
31
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAG
51
SageView Advisory Group
California
$739K +$2.1K +43 +0.3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$687K -$180K -3,700 -21%
FAFN
53
First Affirmative Financial Network
Colorado
$680K -$1.17K -24 -0.2%
EH
54
Equitable Holdings
New York
$670K +$160K +3,276 +31%
CGH
55
Crossmark Global Holdings
Texas
$665K -$76.2K -1,565 -10%
GKWIM
56
Gerber Kawasaki Wealth & Investment Management
California
$638K -$15.8K -325 -2%
RW
57
Regimen Wealth
Georgia
$605K +$5.5K +113 +0.9%
LWM
58
Lodestone Wealth Management
Washington
$513K -$4.34K -89 -0.8%
SF
59
Synovus Financial
Georgia
$472K -$32.3K -662 -6%
MML Investors Services
60
MML Investors Services
Massachusetts
$463K +$461K +9,457 New
FIA
61
Foundations Investment Advisors
Arizona
$449K +$145K +2,967 +48%
MFG
62
Merit Financial Group
Georgia
$441K +$28.5K +586 +7%
SA
63
Stewardship Advisors
Pennsylvania
$432K
AWG
64
Altus Wealth Group
Colorado
$402K -$3.6K -74 -0.9%
LA
65
Lifeworks Advisors
Michigan
$394K
PTC
66
Private Trust Company
Ohio
$371K -$23K -472 -6%
Wells Fargo
67
Wells Fargo
California
$363K -$261K -5,359 -42%
SPC
68
Sigma Planning Corp
Michigan
$322K +$2.83K +58 +0.9%
AFG
69
Atomi Financial Group
New York
$279K +$278K +5,704 New
AFO
70
Arrowroot Family Office
California
$263K +$262K +5,379 New
IWC
71
Integrated Wealth Concepts
Massachusetts
$259K +$258K +5,291 New
FGA
72
Fortis Group Advisors
New Jersey
$250K -$20.1K -412 -7%
Stifel Financial
73
Stifel Financial
Missouri
$245K -$3.26K -67 -1%
CMBA
74
C.M. Bidwell & Associates
Hawaii
$240K
FPGK
75
Financial Partners Group (Kansas)
Kansas
$224K +$12.9K +264 +6%

TAXF Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2025, worth a combined $396M — down 3.7% from $412M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TAXF and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Jane Street, adding an estimated $12.9M. The largest seller was CX Institutional, cutting an estimated $16.8M.

  • 88 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2025, down from 91 in Q1 2025.
  • Funds reported $396M of American Century Diversified Municipal Bond ETF stock for Q2 2025, down 3.7% quarter-over-quarter.
  • 12 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2025 and 13 closed out, a net change of -1 holder.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $12.9M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2025 was CX Institutional, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2025.