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American Century Diversified Municipal Bond ETF

19 hedge funds and large institutions have $49.9M invested in American Century Diversified Municipal Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

16% more capital invested

Capital invested by funds: $43.1M → $49.9M (+$6.81M)

12% more funds holding

Funds holding: 1719 (+2)

2.36% more ownership

Funds ownership: 79.81%82.17% (+2.4%)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

Holders
19
Holders Change
+2
Holders Change %
+11.76%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$15.1M -$1.8M -35,000 -11%
OIA
2
OneDigital Investment Advisors
Kansas
$14.5M +$1.76M +34,198 +14%
Jane Street
3
Jane Street
New York
$7.02M -$1.36M -26,502 -17%
SF
4
Synovus Financial
Georgia
$3.35M +$2.23M +43,248 +213%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.4M +$2.34M +45,477 New
LPL Financial
6
LPL Financial
California
$2.06M +$182K +3,540 +10%
3AM
7
3D Asset Management
Connecticut
$1.99M +$1.94M +37,645 New
Morgan Stanley
8
Morgan Stanley
New York
$949K +$622K +12,080 +205%
FWP
9
FAS Wealth Partners
Kansas
$885K +$862K +16,750 New
KA
10
Kovack Advisors
Florida
$492K -$1.27M -24,676 -73%
FHA
11
Flagship Harbor Advisors
Massachusetts
$475K +$463K +9,000 New
MFG
12
Merit Financial Group
Georgia
$323K
SA
13
Stewardship Advisors
Pennsylvania
$234K
OPS
14
Orion Portfolio Solutions
Nebraska
$53K +$51.5K +1,000 New
JPLA
15
Joseph P. Lucia & Associates
New York
$20K
CAN
16
Cetera Advisor Networks
California
$16K +$16K +310 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.07K +79 New
UBS Group
19
UBS Group
Switzerland
$2K -$1.44K -28 -49%
Citadel Advisors
20
Citadel Advisors
Florida
-$241K -4,687 Closed
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$238K -4,635 Closed
ASN
22
Advisory Services Network
Georgia
-$45K -870 Closed

TAXF Hedge Fund Activity: Q2 2020 in Review

19 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2020, worth a combined $49.9M — up 16% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TAXF positions and 5 closed out — a net gain of 2 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.34M. The largest seller was American Century Companies, cutting an estimated $1.8M.

  • 19 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2020, up from 17 in Q1 2020.
  • Funds reported $49.9M of American Century Diversified Municipal Bond ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2020 and 5 closed out, a net change of +2 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $2.34M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2020 was American Century Companies, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2020.