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American Century Diversified Municipal Bond ETF

19 hedge funds and large institutions have $46.8M invested in American Century Diversified Municipal Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

0% more funds holding

Funds holding: 1919 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

6% less capital invested

Capital invested by funds: $49.9M → $46.8M (-$3.18M)

12.34% less ownership

Funds ownership: 82.17%69.82% (-12%)

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$17.5M +$2.73M +51,023 +19%
American Century Companies
2
American Century Companies
Missouri
$13.6M -$1.77M -33,000 -12%
SF
3
Synovus Financial
Georgia
$3.89M +$489K +9,124 +14%
LPL Financial
4
LPL Financial
California
$2.37M +$286K +5,338 +14%
Jane Street
5
Jane Street
New York
$2.17M -$4.95M -92,374 -70%
3AM
6
3D Asset Management
Connecticut
$2.03M +$16.9K +316 +0.8%
FWP
7
FAS Wealth Partners
Kansas
$963K +$65.6K +1,225 +7%
Morgan Stanley
8
Morgan Stanley
New York
$962K -$429 -8 -0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$707K +$707K +13,200 New
FHA
10
Flagship Harbor Advisors
Massachusetts
$672K +$190K +3,550 +39%
CB
11
CNB Bank
Pennsylvania
$601K +$601K +11,215 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$416K -$2.02M -37,709 -83%
MFG
13
Merit Financial Group
Georgia
$328K
SA
14
Stewardship Advisors
Pennsylvania
$237K
CA
15
Calton & Associates
Florida
$226K +$226K +4,223 New
Osaic Holdings
16
Osaic Holdings
Arizona
$102K +$102K +1,911 New
ASN
17
Advisory Services Network
Georgia
$47K +$46.6K +870 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6K
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$4K
KA
20
Kovack Advisors
Florida
-$492K -9,315 Closed
OPS
21
Orion Portfolio Solutions
Nebraska
-$53K -1,000 Closed
JPLA
22
Joseph P. Lucia & Associates
New York
-$20K -380 Closed
CAN
23
Cetera Advisor Networks
California
-$16K -310 Closed
UBS Group
24
UBS Group
Switzerland
-$2K -29 Closed

TAXF Hedge Fund Activity: Q3 2020 in Review

19 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2020, worth a combined $46.8M — down 6.4% from $49.9M a quarter earlier.

Fund positioning in TAXF was balanced in Q3 2020: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 4 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $2.73M. The largest seller was Jane Street, cutting an estimated $4.95M.

  • 19 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $46.8M of American Century Diversified Municipal Bond ETF stock for Q3 2020, down 6.4% quarter-over-quarter.
  • 5 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2020 and 5 closed out, a net change of 0 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q3 2020 was OneDigital Investment Advisors, an estimated $2.73M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q3 2020 was Jane Street, an estimated $4.95M sold.

Based on aggregated 13F filings for Q3 2020.