American Century Diversified Municipal Bond ETF
TAXF
79 hedge funds and large institutions have $319M invested in American Century Diversified Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.
15% more capital invested
Capital invested by funds: $278M → $319M (+$41.1M)
14% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 28
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 78 → 79 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.69% less ownership
Funds ownership: 83.97% → 83.28% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.4M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.74M |
| 3 |
Morgan Stanley
New York
|
+$6.63M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.61M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$6.41M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$6.18M |
| 3 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
-$3.46M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.08M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $22.8K | +$244 | +5 | +1% |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
BTI
78
Blue Trust Inc
Alpharetta,
Georgia
| $10K | – | – | – |
|
|
S
79
SignatureFD
Atlanta,
Georgia
| $554 | – | – | – |
|
80
JP Morgan Chase
New York
| $214 | +$147 | +3 | New |
|
81
Wells Fargo
San Francisco,
California
| $19 | -$49 | -1 | Closed |
|
|
82
American Century Companies
Kansas City,
Missouri
| – | -$6.41M | -133,688 | Closed |
|
|
KAS
83
KPP Advisory Services
Louisville,
Kentucky
| – | -$241K | -5,027 | Closed |
|
|
FHC
84
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$217K | -4,531 | Closed |
|
85
MML Investors Services
Springfield,
Massachusetts
| – | -$207K | -4,324 | Closed |
|
86
UBS Group
Zurich,
Switzerland
| – | -$67K | -1,397 | Closed |
|
|
IPW
87
Impact Partnership Wealth
Marietta,
Georgia
| – | -$6.95K | -145 | Closed |
|
88
Fidelity Investments
Boston,
Massachusetts
| – | -$48 | -1 | Closed |
|
TAXF Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2023, worth a combined $319M — up 15% from $278M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TAXF positions and 9 closed out — a net gain of 1 holder — while 32 added to existing stakes and 28 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.4M. The largest seller was American Century Companies, exiting entirely with an estimated $6.41M sold.
- 79 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2023, up from 78 in Q3 2023.
- Funds reported $319M of American Century Diversified Municipal Bond ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 10 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2023 and 9 closed out, a net change of +1 holder.
- The largest American Century Diversified Municipal Bond ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $11.4M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q4 2023 was American Century Companies, an estimated $6.41M sold.
Based on aggregated 13F filings for Q4 2023.