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American Century Diversified Municipal Bond ETF

97 hedge funds and large institutions have $399M invested in American Century Diversified Municipal Bond ETF in 2025 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

10% more funds holding

Funds holding: 8897 (+9)

1% more capital invested

Capital invested by funds: $396M → $399M (+$2.37M)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

4.34% less ownership

Funds ownership: 81.41%77.07% (-4.3%)

Holders
97
Holders Change
+9
Holders Change %
+10.23%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
38
Reduced
38
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFL
51
ERn Financial LLC
Wisconsin
$722K -$283K -5,758 -29%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$658K -$46.6K -947 -7%
SWP
53
Strategic Wealth Partners
Ohio
$628K +$614K +12,493 New
RW
54
Regimen Wealth
Georgia
$627K +$5.8K +118 +1%
EH
55
Equitable Holdings
New York
$575K -$110K -2,243 -16%
Northern Trust
56
Northern Trust
Illinois
$569K +$557K +11,336 New
FFC
57
Frederick Financial Consultants
Maryland
$566K -$195K -3,975 -26%
FIA
58
Foundations Investment Advisors
Arizona
$538K +$75.3K +1,532 +17%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$525K +$514K +10,461 New
MML Investors Services
60
MML Investors Services
Massachusetts
$503K +$27.3K +555 +6%
SF
61
Synovus Financial
Georgia
$486K +$836 +17 +0.2%
LWM
62
Lodestone Wealth Management
Washington
$480K -$46.4K -943 -9%
MFG
63
Merit Financial Group
Georgia
$477K +$23.9K +486 +5%
AWG
64
Altus Wealth Group
Colorado
$459K +$45K +916 +11%
MPW
65
Melone Private Wealth
Michigan
$446K +$436K +8,876 New
LA
66
Lifeworks Advisors
Michigan
$405K
CGH
67
Crossmark Global Holdings
Texas
$400K -$272K -5,534 -41%
SA
68
Stewardship Advisors
Pennsylvania
$378K -$64K -1,301 -15%
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$309K +$303K +6,160 New
Stifel Financial
70
Stifel Financial
Missouri
$305K +$52K +1,057 +21%
PTC
71
Private Trust Company
Ohio
$301K -$77.6K -1,578 -21%
AFO
72
Arrowroot Family Office
California
$276K +$5.95K +121 +2%
AI
73
Atria Investments
North Carolina
$265K -$2.38M -48,474 -90%
CMBA
74
C.M. Bidwell & Associates
Hawaii
$261K +$14.8K +301 +6%
LFS
75
Legacy Financial Strategies
Kansas
$256K +$250K +5,090 New

TAXF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2025, worth a combined $399M — up 0.6% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new TAXF positions and 7 closed out — a net gain of 9 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was Carson Wealth (CWM LLC), adding an estimated $10.6M. The largest seller was Jane Street, cutting an estimated $14.1M.

  • 97 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2025, up from 88 in Q2 2025.
  • Funds reported $399M of American Century Diversified Municipal Bond ETF stock for Q3 2025, up 0.6% quarter-over-quarter.
  • 16 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2025 and 7 closed out, a net change of +9 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q3 2025 was Carson Wealth (CWM LLC), an estimated $10.6M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q3 2025 was Jane Street, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2025.