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American Century Diversified Municipal Bond ETF

33 hedge funds and large institutions have $99.1M invested in American Century Diversified Municipal Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

27% more funds holding

Funds holding: 2633 (+7)

26% more capital invested

Capital invested by funds: $78.5M → $99.1M (+$20.6M)

0.66% more ownership

Funds ownership: 73.7%74.36% (+0.66%)

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$44.7M +$7.86M +142,345 +22%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.9M +$5.34M +96,617 +71%
American Century Companies
3
American Century Companies
Missouri
$10.9M +$21.9K +396 +0.2%
SF
4
Synovus Financial
Georgia
$6.82M +$724K +13,101 +12%
LPL Financial
5
LPL Financial
California
$4.09M +$622K +11,256 +18%
CB
6
CNB Bank
Pennsylvania
$2.18M +$246K +4,460 +13%
3LCM
7
3D/L Capital Management
Connecticut
$2.13M +$89.4K +1,619 +4%
FWP
8
FAS Wealth Partners
Kansas
$2.06M +$164K +2,976 +9%
DP
9
Denver PWM
Colorado
$1.88M +$1.87M +33,822 New
CA
10
CGN Advisors
Kansas
$1.56M +$167K +3,019 +12%
CCM
11
Condor Capital Management
New Jersey
$1.34M +$1.33M +24,123 New
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$1.31M +$316K +5,712 +32%
Morgan Stanley
13
Morgan Stanley
New York
$1.01M +$84.4K +1,527 +9%
Jane Street
14
Jane Street
New York
$991K -$248K -4,496 -20%
FHA
15
Flagship Harbor Advisors
Massachusetts
$869K -$23.8K -430 -3%
JWCA
16
J.W. Cole Advisors
Florida
$798K +$331K +5,997 +72%
MFG
17
Merit Financial Group
Georgia
$543K +$91.2K +1,650 +20%
SA
18
Stewardship Advisors
Pennsylvania
$527K +$41.2K +745 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$450K +$220K +3,988 +97%
MA
20
Mutual Advisors
Nebraska
$439K +$18.6K +336 +4%
FTUS
21
Flow Traders U.S.
New York
$383K +$381K +6,896 New
OPS
22
Orion Portfolio Solutions
Nebraska
$309K -$92.9K -1,681 -23%
EFL
23
ERn Financial LLC
Wisconsin
$301K +$299K +5,418 New
GRP
24
Global Retirement Partners
California
$293K +$292K +5,279 New
Osaic Holdings
25
Osaic Holdings
Arizona
$152K +$4.09K +74 +3%

TAXF Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2021, worth a combined $99.1M — up 26% from $78.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TAXF positions and 2 closed out — a net gain of 7 holders — while 18 added to existing stakes and 4 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $7.86M. The largest seller was Citadel Advisors, exiting entirely with an estimated $853K sold.

  • 33 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2021, up from 26 in Q1 2021.
  • Funds reported $99.1M of American Century Diversified Municipal Bond ETF stock for Q2 2021, up 26% quarter-over-quarter.
  • 9 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2021 and 2 closed out, a net change of +7 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2021 was OneDigital Investment Advisors, an estimated $7.86M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2021 was Citadel Advisors, an estimated $853K sold.

Based on aggregated 13F filings for Q2 2021.