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American Century Diversified Municipal Bond ETF

17 hedge funds and large institutions have $43.1M invested in American Century Diversified Municipal Bond ETF in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

37% more capital invested

Capital invested by funds: $31.4M → $43.1M (+$11.7M)

31% more funds holding

Funds holding: 1317 (+4)

0.59% more ownership

Funds ownership: 79.22%79.81% (+0.59%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
17
Holders Change
+4
Holders Change %
+30.77%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$16.5M -$4.12M -77,500 -19%
OIA
2
OneDigital Investment Advisors
Kansas
$12.4M +$7.2M +135,563 +129%
Jane Street
3
Jane Street
New York
$8.2M +$8.47M +159,402 New
LPL Financial
4
LPL Financial
California
$1.82M -$435K -8,179 -19%
KA
5
Kovack Advisors
Florida
$1.75M +$1.81M +33,991 New
SF
6
Synovus Financial
Georgia
$1.04M +$956K +17,989 +792%
MFG
7
Merit Financial Group
Georgia
$315K +$325K +6,118 New
Morgan Stanley
8
Morgan Stanley
New York
$303K +$313K +5,885 New
Citadel Advisors
9
Citadel Advisors
Florida
$241K +$249K +4,687 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$238K +$584 +11 +0.2%
SA
11
Stewardship Advisors
Pennsylvania
$228K -$30.6K -576 -11%
ASN
12
Advisory Services Network
Georgia
$45K +$46.2K +870 New
JPLA
13
Joseph P. Lucia & Associates
New York
$20K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6K -$24.9K -468 -81%
UBS Group
15
UBS Group
Switzerland
$3K -$82K -1,543 -96%
DADC
16
D.A. Davidson & Co
Montana
-$730K -13,803 Closed
SCM
17
Southport Capital Management
Tennessee
-$447K -8,455 Closed
FHA
18
Flagship Harbor Advisors
Massachusetts
-$288K -5,450 Closed
FWP
19
FAS Wealth Partners
Kansas
-$248K -4,688 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
+$53 +1 New
Wells Fargo
21
Wells Fargo
California
+$53 +1 New

TAXF Hedge Fund Activity: Q1 2020 in Review

17 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2020, worth a combined $43.1M — up 37% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TAXF positions and 4 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $8.47M. The largest seller was American Century Companies, cutting an estimated $4.12M.

  • 17 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2020, up from 13 in Q4 2019.
  • Funds reported $43.1M of American Century Diversified Municipal Bond ETF stock for Q1 2020, up 37% quarter-over-quarter.
  • 8 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2020 and 4 closed out, a net change of +4 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2020 was Jane Street, an estimated $8.47M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2020 was American Century Companies, an estimated $4.12M sold.

Based on aggregated 13F filings for Q1 2020.