American Century Diversified Municipal Bond ETF
TAXF
79 hedge funds and large institutions have $343M invested in American Century Diversified Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.
130% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 20
8% more capital invested
Capital invested by funds: $319M → $343M (+$24.1M)
0% more funds holding
Funds holding: 79 → 79 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3.44% less ownership
Funds ownership: 83.28% → 79.84% (-3.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.6M |
| 2 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.62M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$4.85M |
| 4 |
Jane Street
New York
|
+$4.4M |
| 5 |
CCM
Condor Capital Management
Martinsville,
New Jersey
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$6.53M |
| 2 |
Morgan Stanley
New York
|
-$1.98M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.44M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.35M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$789K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $17.5K | +$17.5K | +346 | New |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $553 | – | – | – |
|
78
Bank of America
Charlotte,
North Carolina
| $253 | -$122K | -2,408 | -100% |
|
79
Wells Fargo
San Francisco,
California
| $27 | +$51 | +1 | New |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$1.44M | -28,162 | Closed |
|
|
81
Mercer Global Advisors
Denver,
Colorado
| – | -$1.35M | -26,408 | Closed |
|
|
SWM
82
SFG Wealth Management
Towson,
Maryland
| – | -$760K | -14,916 | Closed |
|
|
FCM
83
Firestone Capital Management
Coral Gables,
Florida
| – | -$266K | -5,215 | Closed |
|
|
BCM
84
Brookstone Capital Management
Wheaton,
Illinois
| – | -$237K | -4,646 | Closed |
|
|
ASN
85
Advisory Services Network
Atlanta,
Georgia
| – | -$85.5K | -1,678 | Closed |
|
|
BTI
86
Blue Trust Inc
Alpharetta,
Georgia
| – | -$10K | -218 | Closed |
|
TAXF Hedge Fund Activity: Q1 2024 in Review
79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2024, worth a combined $343M — up 7.6% from $319M a quarter earlier.
Fund positioning in TAXF was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 46 added to existing stakes and 20 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $6.6M. The largest seller was Stewardship Advisors, cutting an estimated $6.53M.
- 79 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $343M of American Century Diversified Municipal Bond ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
- 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of 0 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $6.6M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q1 2024 was Stewardship Advisors, an estimated $6.53M sold.
Based on aggregated 13F filings for Q1 2024.