American Century Diversified Municipal Bond ETF
TAXF
78 hedge funds and large institutions have $278M invested in American Century Diversified Municipal Bond ETF in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $243M → $278M (+$35M)
11% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 27
7% more funds holding
Funds holding: 73 → 78 (+5)
2.34% more ownership
Funds ownership: 81.63% → 83.97% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.1M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.9M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
+$2.34M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$2.16M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$1.78M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.42M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.42M |
| 5 |
BFM
Boothbay Fund Management
New York
|
-$1.32M |
TAXF Hedge Fund Activity: Q3 2023 in Review
78 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q3 2023, worth a combined $278M — up 14% from $243M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TAXF positions and 6 closed out — a net gain of 5 holders — while 30 added to existing stakes and 27 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $26M. The largest seller was OneDigital Investment Advisors, cutting an estimated $2.16M.
- 78 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q3 2023, up from 73 in Q2 2023.
- Funds reported $278M of American Century Diversified Municipal Bond ETF stock for Q3 2023, up 14% quarter-over-quarter.
- 11 funds opened new American Century Diversified Municipal Bond ETF positions in Q3 2023 and 6 closed out, a net change of +5 holders.
- The largest American Century Diversified Municipal Bond ETF buyer in Q3 2023 was Carson Wealth (CWM LLC), an estimated $26M added.
- The largest American Century Diversified Municipal Bond ETF seller in Q3 2023 was OneDigital Investment Advisors, an estimated $2.16M sold.
Based on aggregated 13F filings for Q3 2023.