We are live on ! Find out more
TAXF icon

American Century Diversified Municipal Bond ETF

91 hedge funds and large institutions have $412M invested in American Century Diversified Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.58% more ownership

Funds ownership: 79.42%80% (+0.58%)

0% more funds holding

Funds holding: 9191 (0)

1% less capital invested

Capital invested by funds: $414M → $412M (-$2.42M)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
CGN Advisors
Kansas
$241K -$6.87K -137 -3%
FPGK
77
Financial Partners Group (Kansas)
Kansas
$214K -$29.3K -585 -12%
GWM
78
Geneos Wealth Management
Colorado
$156K +$85.4K +1,704 +118%
MG
79
Mather Group
Illinois
$130K +$131K +2,619 New
AC
80
AlphaCore Capital
California
$97K +$98.2K +1,960 New
AssetMark Inc
81
AssetMark Inc
California
$49.2K +$3.01K +60 +6%
HI
82
Harbour Investments
Wisconsin
$44.5K -$5.01K -100 -10%
FFA
83
Farther Finance Advisors
California
$39.1K +$39.5K +788 New
CT
84
Caldwell Trust
Florida
$38.1K
AWM
85
AE Wealth Management
Kansas
$18K -$64K -1,278 -78%
LFG
86
Larson Financial Group
Missouri
$16.4K +$16.6K +332 New
Jones Financial Companies
87
Jones Financial Companies
Missouri
$7.22K +$7.32K +146 New
SPIA
88
Steward Partners Investment Advisory
New York
$2.52K -$29K -578 -92%
RF
89
Rossby Financial
Florida
$1.46K +$1.5K +30 New
S
90
SignatureFD
Georgia
$560
JP Morgan Chase
91
JP Morgan Chase
New York
$99 -$35.1K -701 -100%
CCA
92
Cooper Capital Advisors
California
-$5.75M -114,757 Closed
IAA
93
Independent Advisor Alliance
North Carolina
-$1.66M -33,168 Closed
WWA
94
WCG Wealth Advisors
Nevada
-$839K -16,733 Closed
TSS
95
Two Sigma Securities
New York
-$330K -6,577 Closed
AQR Capital Management
96
AQR Capital Management
Connecticut
-$219K -4,370 Closed
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
-$215K -4,282 Closed
ML
98
McAdam LLC
Pennsylvania
-$207K -4,119 Closed
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
-$142K -2,841 Closed
BTI
100
Blue Trust Inc
Georgia
-$96.8K -1,930 Closed

TAXF Hedge Fund Activity: Q1 2025 in Review

91 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2025, worth a combined $412M — down 0.58% from $414M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAXF positions and 11 closed out — a net gain of 2 holders — while 35 added to existing stakes and 38 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.16M. The largest seller was Cooper Capital Advisors, exiting entirely with an estimated $5.75M sold.

  • 91 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $412M of American Century Diversified Municipal Bond ETF stock for Q1 2025, down 0.58% quarter-over-quarter.
  • 13 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2025 and 11 closed out, a net change of +2 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2025 was Old Mission Capital, an estimated $4.16M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2025 was Cooper Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q1 2025.