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American Century Diversified Municipal Bond ETF

79 hedge funds and large institutions have $343M invested in American Century Diversified Municipal Bond ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 46 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 20

8% more capital invested

Capital invested by funds: $319M → $343M (+$24.1M)

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

3.44% less ownership

Funds ownership: 83.28%79.84% (-3.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
46
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$89.8M +$6.6M +130,058 +8%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$37.1M +$2.49M +49,138 +7%
CI
3
CX Institutional
Indiana
$25.6M +$5.62M +110,808 +28%
LPL Financial
4
LPL Financial
California
$20.1M +$1.78M +35,090 +10%
GA
5
Goldstein Advisors
Wisconsin
$17.3M +$721K +14,221 +4%
Morgan Stanley
6
Morgan Stanley
New York
$11.3M -$1.98M -39,085 -15%
OIA
7
OneDigital Investment Advisors
Kansas
$9.36M -$433K -8,535 -4%
PAG
8
Private Advisor Group
New Jersey
$9.35M -$580K -11,428 -6%
CCM
9
Condor Capital Management
New Jersey
$6.91M +$3.81M +75,160 +122%
Truist Financial
10
Truist Financial
North Carolina
$6.65M +$97.9K +1,930 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$6.05M -$789K -15,562 -12%
IA
12
IFP Advisors
Florida
$5.52M +$717K +14,135 +15%
Jane Street
13
Jane Street
New York
$5.51M +$4.4M +86,810 +391%
AI
14
Atria Investments
North Carolina
$5.34M -$31.3K -617 -0.6%
Osaic Holdings
15
Osaic Holdings
Arizona
$5.23M -$511K -10,085 -9%
HighTower Advisors
16
HighTower Advisors
Illinois
$5.13M +$4.85M +95,723 +1,716%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.23M +$37.9K +748 +0.9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.15M -$15.5K -306 -0.4%
VWA
19
Visionary Wealth Advisors
Illinois
$3.78M +$73.2K +1,444 +2%
GAM
20
GEM Asset Management
Michigan
$3.25M +$55K +1,085 +2%
IWM
21
IHT Wealth Management
Illinois
$3.1M -$34.9K -689 -1%
CAC
22
Certified Advisory Corp
Florida
$3.06M +$115K +2,268 +4%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.58M +$542K +10,684 +26%
OPS
24
Orion Portfolio Solutions
Nebraska
$2.58M +$542K +10,684 +26%
LWMNY
25
Landmark Wealth Management (New York)
New York
$2.54M +$116K +2,280 +5%

TAXF Hedge Fund Activity: Q1 2024 in Review

79 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2024, worth a combined $343M — up 7.6% from $319M a quarter earlier.

Fund positioning in TAXF was balanced in Q1 2024: 7 funds opened new positions, 7 closed out, 46 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.6M. The largest seller was Stewardship Advisors, cutting an estimated $6.53M.

  • 79 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $343M of American Century Diversified Municipal Bond ETF stock for Q1 2024, up 7.6% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2024 and 7 closed out, a net change of 0 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $6.6M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2024 was Stewardship Advisors, an estimated $6.53M sold.

Based on aggregated 13F filings for Q1 2024.