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American Century Diversified Municipal Bond ETF

38 hedge funds and large institutions have $133M invested in American Century Diversified Municipal Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 2

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

34% more capital invested

Capital invested by funds: $99.1M → $133M (+$33.4M)

15% more funds holding

Funds holding: 3338 (+5)

3.23% more ownership

Funds ownership: 74.36%77.59% (+3.2%)

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
22
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$47.5M +$3.21M +57,645 +7%
CI
2
CX Institutional
Indiana
$20.3M +$20.4M +367,564 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.6M +$2.81M +50,578 +22%
American Century Companies
4
American Century Companies
Missouri
$10.8M -$1.22K -22 -0%
SF
5
Synovus Financial
Georgia
$7.91M +$1.15M +20,674 +17%
LPL Financial
6
LPL Financial
California
$5.12M +$1.07M +19,164 +26%
CB
7
CNB Bank
Pennsylvania
$2.24M +$83.4K +1,500 +4%
CCM
8
Condor Capital Management
New Jersey
$2.19M +$870K +15,645 +65%
3LCM
9
3D/L Capital Management
Connecticut
$2.13M +$10.8K +194 +0.5%
FWP
10
FAS Wealth Partners
Kansas
$2.08M +$36.3K +653 +2%
DP
11
Denver PWM
Colorado
$1.91M +$44.9K +807 +2%
CA
12
CGN Advisors
Kansas
$1.66M +$106K +1,911 +7%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.45M +$159K +2,855 +12%
PAG
14
Private Advisor Group
New Jersey
$1.36M +$1.37M +24,670 New
Morgan Stanley
15
Morgan Stanley
New York
$1.23M +$231K +4,154 +23%
JWCA
16
J.W. Cole Advisors
Florida
$1.16M +$355K +6,384 +44%
FHA
17
Flagship Harbor Advisors
Massachusetts
$869K
Citadel Advisors
18
Citadel Advisors
Florida
$861K +$869K +15,626 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$785K +$342K +6,150 +76%
MFG
20
Merit Financial Group
Georgia
$704K +$167K +3,000 +31%
SA
21
Stewardship Advisors
Pennsylvania
$574K +$51.2K +920 +10%
FAFN
22
First Affirmative Financial Network
Colorado
$547K +$552K +9,929 New
EFL
23
ERn Financial LLC
Wisconsin
$531K +$235K +4,217 +78%
MA
24
Mutual Advisors
Nebraska
$475K +$40.1K +721 +9%
HA
25
HYA Advisors
Missouri
$415K +$420K +7,558 New

TAXF Hedge Fund Activity: Q3 2021 in Review

38 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2021, worth a combined $133M — up 34% from $99.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TAXF positions and 4 closed out — a net gain of 5 holders — while 22 added to existing stakes and 2 trimmed.

The largest buyer was CX Institutional, opening a new position worth an estimated $20.4M. The largest seller was Jane Street, exiting entirely with an estimated $991K sold.

  • 38 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2021, up from 33 in Q2 2021.
  • Funds reported $133M of American Century Diversified Municipal Bond ETF stock for Q3 2021, up 34% quarter-over-quarter.
  • 9 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2021 and 4 closed out, a net change of +5 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q3 2021 was CX Institutional, an estimated $20.4M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q3 2021 was Jane Street, an estimated $991K sold.

Based on aggregated 13F filings for Q3 2021.