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American Century Diversified Municipal Bond ETF

26 hedge funds and large institutions have $78.5M invested in American Century Diversified Municipal Bond ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 3

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

29% more capital invested

Capital invested by funds: $61M → $78.5M (+$17.5M)

8% more funds holding

Funds holding: 2426 (+2)

0.62% less ownership

Funds ownership: 74.32%73.7% (-0.62%)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
15
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$36.2M +$7.74M +141,246 +27%
American Century Companies
2
American Century Companies
Missouri
$10.7M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.42M +$5.83M +106,354 +361%
SF
4
Synovus Financial
Georgia
$6M +$2.01M +36,621 +50%
LPL Financial
5
LPL Financial
California
$3.41M +$626K +11,413 +22%
3LCM
6
3D/L Capital Management
Connecticut
$2.01M +$63.1K +1,152 +3%
CB
7
CNB Bank
Pennsylvania
$1.9M +$370K +6,750 +24%
FWP
8
FAS Wealth Partners
Kansas
$1.86M +$138K +2,512 +8%
CA
9
CGN Advisors
Kansas
$1.37M +$134K +2,449 +11%
Jane Street
10
Jane Street
New York
$1.22M -$1.14M -20,885 -48%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$973K +$139K +2,538 +17%
Morgan Stanley
12
Morgan Stanley
New York
$907K -$804K -14,668 -47%
FHA
13
Flagship Harbor Advisors
Massachusetts
$878K +$199K +3,630 +29%
Citadel Advisors
14
Citadel Advisors
Florida
$853K +$856K +15,622 New
SA
15
Stewardship Advisors
Pennsylvania
$478K +$27.9K +509 +6%
JWCA
16
J.W. Cole Advisors
Florida
$457K +$209K +3,813 +84%
MFG
17
Merit Financial Group
Georgia
$443K +$110K +2,000 +33%
MA
18
Mutual Advisors
Nebraska
$413K +$414K +7,559 New
OPS
19
Orion Portfolio Solutions
Nebraska
$395K +$397K +7,242 New
CA
20
Calton & Associates
Florida
$231K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$224K +$10.5K +191 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$146K -$3.51K -64 -2%
JPLA
23
Joseph P. Lucia & Associates
New York
$21K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7K +$439 +8 +7%
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$4K

TAXF Hedge Fund Activity: Q1 2021 in Review

26 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2021, worth a combined $78.5M — up 29% from $61M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TAXF positions and 2 closed out — a net gain of 2 holders — while 15 added to existing stakes and 3 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $7.74M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.64M sold.

  • 26 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $78.5M of American Century Diversified Municipal Bond ETF stock for Q1 2021, up 29% quarter-over-quarter.
  • 4 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2021 and 2 closed out, a net change of +2 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2021 was OneDigital Investment Advisors, an estimated $7.74M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.64M sold.

Based on aggregated 13F filings for Q1 2021.