American Century Diversified Municipal Bond ETF
TAXF
68 hedge funds and large institutions have $230M invested in American Century Diversified Municipal Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
32% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 22
15% more capital invested
Capital invested by funds: $200M → $230M (+$29.3M)
11% more funds holding
Funds holding: 61 → 68 (+7)
4.23% more ownership
Funds ownership: 77.92% → 82.15% (+4.2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$5.38M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.49M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.03M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.82M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.81M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$3.91M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$2.3M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$1.67M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$1.05M |
TAXF Hedge Fund Activity: Q1 2023 in Review
68 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2023, worth a combined $230M — up 15% from $200M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TAXF positions and 4 closed out — a net gain of 7 holders — while 29 added to existing stakes and 22 trimmed.
The largest buyer was Stewardship Advisors, adding an estimated $5.38M. The largest seller was Jane Street, cutting an estimated $4.81M.
- 68 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2023, up from 61 in Q4 2022.
- Funds reported $230M of American Century Diversified Municipal Bond ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 11 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2023 and 4 closed out, a net change of +7 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q1 2023 was Stewardship Advisors, an estimated $5.38M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q1 2023 was Jane Street, an estimated $4.81M sold.
Based on aggregated 13F filings for Q1 2023.