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American Century Diversified Municipal Bond ETF

55 hedge funds and large institutions have $185M invested in American Century Diversified Municipal Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $163M → $185M (+$21.7M)

10% more funds holding

Funds holding: 5055 (+5)

5.91% more ownership

Funds ownership: 80.54%86.45% (+5.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$48.3M -$1.74M -32,505 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$22M +$3.65M +68,376 +19%
CI
3
CX Institutional
Indiana
$21.5M -$2.13M -39,914 -9%
Jane Street
4
Jane Street
New York
$16.5M +$15.9M +298,329 +1,417%
HighTower Advisors
5
HighTower Advisors
Illinois
$11M +$11.3M +212,449 New
American Century Companies
6
American Century Companies
Missouri
$8.76M -$1.44M -26,998 -14%
LPL Financial
7
LPL Financial
California
$6.47M -$285K -5,334 -4%
SF
8
Synovus Financial
Georgia
$5.09M -$1.17M -21,934 -18%
FTUS
9
Flow Traders U.S.
New York
$3.08M +$2.86M +53,594 +899%
CCM
10
Condor Capital Management
New Jersey
$2.91M +$37.8K +707 +1%
FWP
11
FAS Wealth Partners
Kansas
$2.68M -$344K -6,438 -11%
CB
12
CNB Bank
Pennsylvania
$2.35M +$160K +2,990 +7%
PAG
13
Private Advisor Group
New Jersey
$2.19M +$119K +2,223 +6%
3LCM
14
3D/L Capital Management
Connecticut
$2.12M -$103K -1,933 -4%
FHA
15
Flagship Harbor Advisors
Massachusetts
$1.93M +$773K +14,465 +63%
DP
16
Denver PWM
Colorado
$1.9M +$27.4K +513 +1%
SPC
17
Sigma Planning Corp
Michigan
$1.89M +$865K +16,195 +79%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$1.79M +$405K +7,582 +28%
LWMNY
19
Landmark Wealth Management (New York)
New York
$1.68M +$2.25M +42,215 +196%
CA
20
CGN Advisors
Kansas
$1.61M -$170K -3,174 -9%
GVAG
21
Great Valley Advisor Group
Delaware
$1.55M +$1.6M +29,934 New
SA
22
Stewardship Advisors
Pennsylvania
$1.5M +$984K +18,421 +173%
QA
23
Quantitative Advantage
Minnesota
$1.42M +$1.47M +27,544 New
Morgan Stanley
24
Morgan Stanley
New York
$1.3M -$184K -3,447 -12%
FAG
25
Fortitude Advisory Group
Washington
$1.24M +$3.63M +67,886 +373%

TAXF Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2022, worth a combined $185M — up 13% from $163M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TAXF positions and 5 closed out — a net gain of 5 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Jane Street, adding an estimated $15.9M. The largest seller was CX Institutional, cutting an estimated $2.13M.

  • 55 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2022, up from 50 in Q4 2021.
  • Funds reported $185M of American Century Diversified Municipal Bond ETF stock for Q1 2022, up 13% quarter-over-quarter.
  • 10 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2022 was Jane Street, an estimated $15.9M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2022 was CX Institutional, an estimated $2.13M sold.

Based on aggregated 13F filings for Q1 2022.