American Century Diversified Municipal Bond ETF
TAXF
73 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.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
26% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 23
8% more capital invested
Capital invested by funds: $225M → $243M (+$18M)
7% more funds holding
Funds holding: 68 → 73 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.52% less ownership
Funds ownership: 82.15% → 81.63% (-0.52%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.63M |
| 2 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$3.14M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.42M |
| 4 |
BFM
Boothbay Fund Management
New York
|
+$1.32M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$3.09M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.94M |
| 3 |
LWMNY
Landmark Wealth Management (New York)
Melville,
New York
|
-$1.88M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$747K |
| 5 |
Morgan Stanley
New York
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GKWIM
76
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$527K | -10,465 | Closed |
|
|
PFA
77
Peak Financial Advisors
Denver,
Colorado
| – | -$376K | -7,472 | Closed |
|
78
JP Morgan Chase
New York
| – | -$34K | -675 | Closed |
|
|
ASN
79
Advisory Services Network
Atlanta,
Georgia
| – | -$31.9K | -633 | Closed |
|
TAXF Hedge Fund Activity: Q2 2023 in Review
73 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2023, worth a combined $243M — up 8% from $225M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TAXF positions and 6 closed out — a net gain of 6 holders — while 29 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $7.63M. The largest seller was OneDigital Investment Advisors, cutting an estimated $3.09M.
- 73 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2023, up from 68 in Q1 2023.
- Funds reported $243M of American Century Diversified Municipal Bond ETF stock for Q2 2023, up 8% quarter-over-quarter.
- 12 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2023 and 6 closed out, a net change of +6 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $7.63M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q2 2023 was OneDigital Investment Advisors, an estimated $3.09M sold.
Based on aggregated 13F filings for Q2 2023.