We are live on ! Find out more
TAXF icon

American Century Diversified Municipal Bond ETF

53 hedge funds and large institutions have $232M invested in American Century Diversified Municipal Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

20% more capital invested

Capital invested by funds: $194M → $232M (+$37.9M)

4.22% more ownership

Funds ownership: 81.98%86.2% (+4.2%)

9% less funds holding

Funds holding: 5853 (-5)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
24
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$40.5M +$31.3M +625,827 +279%
OIA
2
OneDigital Investment Advisors
Kansas
$35.3M -$2.19M -43,805 -6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.8M +$9.02M +180,633 +33%
CI
4
CX Institutional
Indiana
$19.8M +$3.44M +68,936 +20%
LPL Financial
5
LPL Financial
California
$14.6M -$347K -6,948 -2%
PAG
6
Private Advisor Group
New Jersey
$8.79M +$6.47M +129,522 +236%
American Century Companies
7
American Century Companies
Missouri
$8.09M +$749 +15 +0%
EFL
8
ERn Financial LLC
Wisconsin
$7.61M +$536K +10,721 +7%
Truist Financial
9
Truist Financial
North Carolina
$6.73M +$298K +5,961 +4%
Morgan Stanley
10
Morgan Stanley
New York
$4.26M +$2.07M +41,477 +87%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.88M +$763K +15,273 +23%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$3.14M +$185K +3,694 +6%
SF
13
Synovus Financial
Georgia
$2.98M -$1.08M -21,542 -26%
FPGK
14
Financial Partners Group (Kansas)
Kansas
$2.58M +$2.71M +54,161 New
MFG
15
Merit Financial Group
Georgia
$2.43M -$266K -5,330 -9%
IWM
16
IHT Wealth Management
Illinois
$2.4M +$73.7K +1,475 +3%
CA
17
CGN Advisors
Kansas
$2.36M +$1.01M +20,218 +69%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$2.31M +$621K +12,434 +35%
GVAG
19
Great Valley Advisor Group
Delaware
$2.2M -$1.14M -22,741 -33%
3LCM
20
3D/L Capital Management
Connecticut
$1.93M -$66.8K -1,337 -3%
FTUS
21
Flow Traders U.S.
New York
$1.91M +$1.75M +35,051 +714%
CB
22
CNB Bank
Pennsylvania
$1.82M -$2.5K -50 -0.1%
BCI
23
Brinker Capital Investments
Pennsylvania
$1.64M -$7.87M -157,598 -82%
SA
24
Stewardship Advisors
Pennsylvania
$1.6M +$320K +6,413 +24%
GRP
25
Global Retirement Partners
California
$1.44M +$1.41M +28,232 +1,254%

TAXF Hedge Fund Activity: Q3 2022 in Review

53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2022, worth a combined $232M — up 20% from $194M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of TAXF and 6 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was Jane Street, adding an estimated $31.3M. The largest seller was Brinker Capital Investments, cutting an estimated $7.87M.

  • 53 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2022, down from 58 in Q2 2022.
  • Funds reported $232M of American Century Diversified Municipal Bond ETF stock for Q3 2022, up 20% quarter-over-quarter.
  • 6 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2022 and 10 closed out, a net change of -4 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q3 2022 was Jane Street, an estimated $31.3M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q3 2022 was Brinker Capital Investments, an estimated $7.87M sold.

Based on aggregated 13F filings for Q3 2022.