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American Century Diversified Municipal Bond ETF

50 hedge funds and large institutions have $163M invested in American Century Diversified Municipal Bond ETF in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 4

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

32% more funds holding

Funds holding: 3850 (+12)

23% more capital invested

Capital invested by funds: $133M → $163M (+$30.6M)

2.94% more ownership

Funds ownership: 77.59%80.54% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
26
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$53.5M +$5.87M +106,393 +12%
CI
2
CX Institutional
Indiana
$25.3M +$4.93M +89,472 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.8M +$4.11M +74,616 +26%
American Century Companies
4
American Century Companies
Missouri
$10.9M
LPL Financial
5
LPL Financial
California
$7.22M +$2.09M +37,838 +41%
SF
6
Synovus Financial
Georgia
$6.66M -$1.27M -23,092 -16%
FWP
7
FAS Wealth Partners
Kansas
$3.23M +$1.14M +20,692 +55%
CCM
8
Condor Capital Management
New Jersey
$3.07M +$873K +15,826 +40%
Citadel Advisors
9
Citadel Advisors
Florida
$2.61M +$1.75M +31,675 +203%
3LCM
10
3D/L Capital Management
Connecticut
$2.38M +$246K +4,458 +12%
CB
11
CNB Bank
Pennsylvania
$2.35M +$97K +1,760 +4%
PAG
12
Private Advisor Group
New Jersey
$2.22M +$856K +15,520 +63%
DP
13
Denver PWM
Colorado
$2.01M +$99.2K +1,799 +5%
CA
14
CGN Advisors
Kansas
$1.9M +$242K +4,398 +15%
Morgan Stanley
15
Morgan Stanley
New York
$1.58M +$350K +6,356 +29%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$1.5M +$40K +726 +3%
FHA
17
Flagship Harbor Advisors
Massachusetts
$1.27M +$403K +7,314 +47%
PWA
18
PCG Wealth Advisors
Kansas
$1.26M +$1.26M +22,908 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.23M +$443K +8,031 +56%
Jane Street
20
Jane Street
New York
$1.16M +$1.16M +21,057 New
SPC
21
Sigma Planning Corp
Michigan
$1.13M +$1.12M +20,386 New
JWCA
22
J.W. Cole Advisors
Florida
$1.05M -$97K -1,760 -8%
GSWM
23
Greenup Street Wealth Management
Michigan
$1.01M +$1.01M +18,274 New
FAG
24
Fortitude Advisory Group
Washington
$1.01M +$1M +18,202 New
HA
25
HYA Advisors
Missouri
$875K +$457K +8,282 +110%

TAXF Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2021, worth a combined $163M — up 23% from $133M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TAXF positions and 3 closed out — a net gain of 12 holders — while 26 added to existing stakes and 4 trimmed.

The largest buyer was OneDigital Investment Advisors, adding an estimated $5.87M. The largest seller was Synovus Financial, cutting an estimated $1.27M.

  • 50 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $163M of American Century Diversified Municipal Bond ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 15 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2021 and 3 closed out, a net change of +12 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2021 was OneDigital Investment Advisors, an estimated $5.87M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2021 was Synovus Financial, an estimated $1.27M sold.

Based on aggregated 13F filings for Q4 2021.