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American Century Diversified Municipal Bond ETF

88 hedge funds and large institutions have $396M invested in American Century Diversified Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.41% more ownership

Funds ownership: 80%81.41% (+1.4%)

4% less capital invested

Capital invested by funds: $412M → $396M (-$15.4M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 9188 (-3)

21% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 39

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
88
Holders Change
-3
Holders Change %
-3.3%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
31
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ML
76
McAdam LLC
Pennsylvania
$204K +$203K +4,160 New
BWMG
77
Barnes Wealth Management Group
California
$202K +$201K +4,127 New
Jones Financial Companies
78
Jones Financial Companies
Missouri
$114K +$107K +2,187 +1,498%
GWM
79
Geneos Wealth Management
Colorado
$70.9K -$83K -1,704 -54%
AssetMark Inc
80
AssetMark Inc
California
$48K -$633 -13 -1%
HI
81
Harbour Investments
Wisconsin
$44K
CT
82
Caldwell Trust
Florida
$37.7K
GRP
83
Global Retirement Partners
California
$21.4K +$21.3K +437 New
FFA
84
Farther Finance Advisors
California
$17.4K -$21K -432 -55%
LFG
85
Larson Financial Group
Missouri
$11.3K -$4.92K -101 -30%
UBS Group
86
UBS Group
Switzerland
$4.26K +$4.24K +87 New
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$685 +$682 +14 New
S
88
SignatureFD
Georgia
$559
S
89
Sunpointe
Missouri
-$9.15M -184,974 Closed
FAIM
90
Financial Advocates Investment Management
Washington
-$1.63M -32,973 Closed
GVAG
91
Great Valley Advisor Group
Delaware
-$885K -17,885 Closed
BRWM
92
Blue Rock Wealth Management
North Carolina
-$547K -11,050 Closed
GLA
93
Good Life Advisors
Pennsylvania
-$543K -10,977 Closed
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
-$476K -9,625 Closed
Citadel Advisors
95
Citadel Advisors
Florida
-$261K -5,278 Closed
CA
96
CGN Advisors
Kansas
-$241K -4,869 Closed
AC
97
AlphaCore Capital
California
-$97K -1,960 Closed
AWM
98
AE Wealth Management
Kansas
-$18K -363 Closed
SPIA
99
Steward Partners Investment Advisory
New York
-$2.52K -51 Closed
RF
100
Rossby Financial
Florida
-$1.46K -30 Closed

TAXF Hedge Fund Activity: Q2 2025 in Review

88 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2025, worth a combined $396M — down 3.7% from $412M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TAXF and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 31 added.

The largest buyer was Jane Street, adding an estimated $12.9M. The largest seller was CX Institutional, cutting an estimated $16.8M.

  • 88 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2025, down from 91 in Q1 2025.
  • Funds reported $396M of American Century Diversified Municipal Bond ETF stock for Q2 2025, down 3.7% quarter-over-quarter.
  • 12 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2025 and 13 closed out, a net change of -1 holder.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2025 was Jane Street, an estimated $12.9M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2025 was CX Institutional, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2025.