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American Century Diversified Municipal Bond ETF

24 hedge funds and large institutions have $61M invested in American Century Diversified Municipal Bond ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

30% more capital invested

Capital invested by funds: $46.8M → $61M (+$14.2M)

26% more funds holding

Funds holding: 1924 (+5)

4.49% more ownership

Funds ownership: 69.82%74.32% (+4.5%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$28.5M +$10.5M +194,984 +60%
American Century Companies
2
American Century Companies
Missouri
$10.7M -$3.07M -57,000 -23%
SF
3
Synovus Financial
Georgia
$4M +$29.9K +555 +0.8%
LPL Financial
4
LPL Financial
California
$2.79M +$368K +6,829 +15%
Jane Street
5
Jane Street
New York
$2.36M +$145K +2,690 +7%
FWP
6
FAS Wealth Partners
Kansas
$1.73M +$733K +13,618 +76%
Morgan Stanley
7
Morgan Stanley
New York
$1.71M +$717K +13,323 +74%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.64M +$1.19M +22,145 +285%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.61M +$875K +16,246 +123%
CB
10
CNB Bank
Pennsylvania
$1.53M +$904K +16,790 +150%
CA
11
CGN Advisors
Kansas
$1.24M +$1.22M +22,654 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$835K +$823K +15,277 New
FHA
13
Flagship Harbor Advisors
Massachusetts
$680K -$5.38K -100 -0.8%
SA
14
Stewardship Advisors
Pennsylvania
$450K +$205K +3,803 +86%
MFG
15
Merit Financial Group
Georgia
$334K
JWCA
16
J.W. Cole Advisors
Florida
$249K +$245K +4,549 New
CA
17
Calton & Associates
Florida
$231K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$214K +$211K +3,923 New
Osaic Holdings
19
Osaic Holdings
Arizona
$150K +$44.2K +821 +43%
ASN
20
Advisory Services Network
Georgia
$48K
JPLA
21
Joseph P. Lucia & Associates
New York
$21K +$20.5K +380 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$54 +1 +1%
3LCM
24
3D/L Capital Management
Connecticut
$2K +$1.92M +35,607 New

TAXF Hedge Fund Activity: Q4 2020 in Review

24 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2020, worth a combined $61M — up 30% from $46.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TAXF positions and 0 closed out — a net gain of 6 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $10.5M. The largest seller was American Century Companies, cutting an estimated $3.07M.

  • 24 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $61M of American Century Diversified Municipal Bond ETF stock for Q4 2020, up 30% quarter-over-quarter.
  • 6 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2020 and 0 closed out, a net change of +6 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2020 was OneDigital Investment Advisors, an estimated $10.5M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2020 was American Century Companies, an estimated $3.07M sold.

Based on aggregated 13F filings for Q4 2020.