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American Century Diversified Municipal Bond ETF

58 hedge funds and large institutions have $194M invested in American Century Diversified Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

5% more funds holding

Funds holding: 5558 (+3)

5% more capital invested

Capital invested by funds: $185M → $194M (+$9.22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.47% less ownership

Funds ownership: 86.45%81.98% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
18
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1
OneDigital Investment Advisors
Kansas
$39.1M -$7.63M -152,198 -16%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$27.4M +$6.17M +123,133 +29%
CI
3
CX Institutional
Indiana
$17.2M -$3.59M -71,640 -17%
LPL Financial
4
LPL Financial
California
$15.6M +$9.38M +187,195 +149%
Jane Street
5
Jane Street
New York
$11.2M -$4.75M -94,736 -30%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.57M +$9.62M +191,963 New
American Century Companies
7
American Century Companies
Missouri
$8.46M +$351 +7 +0%
EFL
8
ERn Financial LLC
Wisconsin
$7.42M +$7.46M +148,819 New
Truist Financial
9
Truist Financial
North Carolina
$6.74M +$6.78M +135,229 New
SF
10
Synovus Financial
Georgia
$4.19M -$723K -14,428 -15%
GVAG
11
Great Valley Advisor Group
Delaware
$3.43M +$1.95M +38,979 +130%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.29M +$2.58M +51,470 +353%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.1M +$2.41M +48,043 +338%
MFG
14
Merit Financial Group
Georgia
$2.81M +$2.09M +41,690 +286%
PAG
15
Private Advisor Group
New Jersey
$2.74M +$626K +12,485 +29%
IWM
16
IHT Wealth Management
Illinois
$2.44M +$2.15M +42,840 +697%
Morgan Stanley
17
Morgan Stanley
New York
$2.38M +$1.14M +22,659 +90%
OPS
18
Orion Portfolio Solutions
Nebraska
$2.25M +$1.9M +37,972 +537%
3LCM
19
3D/L Capital Management
Connecticut
$2.08M +$37.1K +740 +2%
CB
20
CNB Bank
Pennsylvania
$1.9M -$364K -7,270 -16%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$1.79M +$66.2K +1,322 +4%
CA
22
CGN Advisors
Kansas
$1.46M -$98.1K -1,958 -6%
SA
23
Stewardship Advisors
Pennsylvania
$1.35M -$94.2K -1,879 -6%
QA
24
Quantitative Advantage
Minnesota
$1.18M -$190K -3,796 -14%
FAG
25
Fortitude Advisory Group
Washington
$1.16M -$3.15M -62,821 -73%

TAXF Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2022, worth a combined $194M — up 5% from $185M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TAXF positions and 11 closed out — a net gain of 3 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $9.62M. The largest seller was HighTower Advisors, exiting entirely with an estimated $11M sold.

  • 58 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2022, up from 55 in Q1 2022.
  • Funds reported $194M of American Century Diversified Municipal Bond ETF stock for Q2 2022, up 5% quarter-over-quarter.
  • 14 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2022 and 11 closed out, a net change of +3 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2022 was Brinker Capital Investments, an estimated $9.62M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2022 was HighTower Advisors, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2022.