American Century Diversified Municipal Bond ETF
TAXF
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.
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: 91 → 91 (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: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.16M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.99M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.24M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.45M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Cooper Capital Advisors
Encinitas,
California
|
-$5.75M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.24M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$1.66M |
| 4 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$1.45M |
| 5 |
Jane Street
New York
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
UBS Group
Zurich,
Switzerland
| – | -$44.9K | -895 | Closed |
|
|
AWM
102
Avior Wealth Management
Omaha,
Nebraska
| – | -$14K | -279 | 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.