American Century Diversified Municipal Bond ETF
TAXF
8 hedge funds and large institutions have $27.1M invested in American Century Diversified Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more funds holding
Funds holding: 4 → 8 (+4)
13% more capital invested
Capital invested by funds: $24M → $27.1M (+$3.13M)
1.35% more ownership
Funds ownership: 91.86% → 93.22% (+1.4%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.82M |
| 2 |
Jane Street
New York
|
+$1.18M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$728K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$235K |
| 5 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.06M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$106K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
American Century Companies
Kansas City,
Missouri
| $21.6M | – | – | – |
|
|
2
Jane Street
New York
| $2.15M | +$1.18M | +22,298 | +121% |
|
|
3
LPL Financial
San Diego,
California
| $1.83M | +$1.82M | +34,549 | New |
|
|
DADC
4
D.A. Davidson & Co
Great Falls,
Montana
| $730K | +$728K | +13,803 | New |
|
|
OIA
5
OneDigital Investment Advisors
Overland Park,
Kansas
| $519K | -$106K | -2,000 | -17% |
|
|
FHA
6
Flagship Harbor Advisors
Boston,
Massachusetts
| $235K | +$235K | +4,450 | New |
|
|
JPLA
7
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $20K | +$20.1K | +380 | New |
|
|
SF
8
Synovus Financial
Columbus,
Georgia
| $10K | +$10K | +190 | New |
|
|
9
JP Morgan Chase
New York
| – | -$1.06M | -20,300 | Closed |
|
TAXF Hedge Fund Activity: Q3 2019 in Review
8 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2019, worth a combined $27.1M — up 13% from $24M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new TAXF positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.82M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.06M sold.
- 8 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2019, up from 4 in Q2 2019.
- Funds reported $27.1M of American Century Diversified Municipal Bond ETF stock for Q3 2019, up 13% quarter-over-quarter.
- 5 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2019 and 1 closed out, a net change of +4 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q3 2019 was LPL Financial, an estimated $1.82M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q3 2019 was JP Morgan Chase, an estimated $1.06M sold.
Based on aggregated 13F filings for Q3 2019.