American Century Diversified Municipal Bond ETF
TAXF
78 hedge funds and large institutions have $377M invested in American Century Diversified Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 6 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 25
9% more capital invested
Capital invested by funds: $347M → $377M (+$29.9M)
0% more funds holding
Funds holding: 78 → 78 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2.31% less ownership
Funds ownership: 79.1% → 76.8% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$9.84M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.29M |
| 3 |
Morgan Stanley
New York
|
+$4.82M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.58M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$4.13M |
| 2 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
-$2.51M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.03M |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.55M |
| 5 |
CWAF
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
-$958K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
76
SignatureFD
Atlanta,
Georgia
| $572 | – | – | – |
|
77
Fidelity Investments
Boston,
Massachusetts
| $51 | – | – | – |
|
78
Wells Fargo
San Francisco,
California
| $36 | -$33.8K | -663 | -100% |
|
|
SA
79
Sanctuary Advisors
Indianapolis,
Indiana
| – | -$4.13M | -82,650 | Closed |
|
|
AWA
80
ARQ Wealth Advisors
Scottsdale,
Arizona
| – | -$2.51M | -49,792 | Closed |
|
|
OFS
81
OneAscent Financial Services
Birmingham,
Alabama
| – | -$1.55M | -30,771 | Closed |
|
|
FTUS
82
Flow Traders U.S.
New York
| – | -$311K | -6,175 | Closed |
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$245K | -4,874 | Closed |
|
84
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.4K | -346 | Closed |
|
TAXF Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2024, worth a combined $377M — up 8.6% from $347M a quarter earlier.
Fund positioning in TAXF was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 40 added to existing stakes and 25 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $9.84M. The largest seller was Sanctuary Advisors, exiting entirely with an estimated $4.13M sold.
- 78 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $377M of American Century Diversified Municipal Bond ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
- 6 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $9.84M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q3 2024 was Sanctuary Advisors, an estimated $4.13M sold.
Based on aggregated 13F filings for Q3 2024.