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American Century Diversified Municipal Bond ETF

78 hedge funds and large institutions have $347M invested in American Century Diversified Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

1% more capital invested

Capital invested by funds: $343M → $347M (+$4.14M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.73% less ownership

Funds ownership: 79.84%79.1% (-0.73%)

1% less funds holding

Funds holding: 7978 (-1)

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
36
Reduced
26
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
$97.5M +$7.99M +159,410 +9%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$38.6M +$1.68M +33,586 +5%
CI
3
CX Institutional
Indiana
$25M -$523K -10,438 -2%
LPL Financial
4
LPL Financial
California
$20.2M +$158K +3,159 +0.8%
GA
5
Goldstein Advisors
Wisconsin
$18.3M +$1.05M +20,890 +6%
Morgan Stanley
6
Morgan Stanley
New York
$13.1M +$1.85M +36,857 +17%
PAG
7
Private Advisor Group
New Jersey
$9.22M -$102K -2,026 -1%
OIA
8
OneDigital Investment Advisors
Kansas
$7.69M -$1.63M -32,479 -18%
IA
9
IFP Advisors
Florida
$7.26M +$1.76M +35,110 +32%
CCM
10
Condor Capital Management
New Jersey
$7.24M +$353K +7,047 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.93M -$96.2K -1,918 -2%
AI
12
Atria Investments
North Carolina
$5.4M +$85K +1,694 +2%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.35M +$247K +4,932 +5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$4.82M +$683K +13,618 +17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.63M +$406K +8,105 +10%
SA
16
Sanctuary Advisors
Indiana
$4.13M +$4.14M +82,650 New
VWA
17
Visionary Wealth Advisors
Illinois
$3.89M +$117K +2,334 +3%
IWM
18
IHT Wealth Management
Illinois
$3.87M +$773K +15,405 +25%
GAM
19
GEM Asset Management
Michigan
$3.34M +$63.2K +1,260 +2%
KAS
20
Kestra Advisory Services
Texas
$3.18M +$840K +16,743 +36%
NA
21
NewEdge Advisors
Louisiana
$3.02M +$2.3M +45,882 +325%
CAC
22
Certified Advisory Corp
Florida
$3.02M -$25.7K -513 -0.8%
LWMNY
23
Landmark Wealth Management (New York)
New York
$2.79M +$253K +5,050 +10%
USCWA
24
U.S. Capital Wealth Advisors
Texas
$2.59M +$800K +15,949 +45%
CWAF
25
Core Wealth Advisors (Florida)
Florida
$2.55M +$363K +7,247 +17%

TAXF Hedge Fund Activity: Q2 2024 in Review

78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q2 2024, worth a combined $347M — up 1.2% from $343M a quarter earlier.

Fund positioning in TAXF was balanced in Q2 2024: 7 funds opened new positions, 7 closed out, 36 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.99M. The largest seller was Truist Financial, exiting entirely with an estimated $6.65M sold.

  • 78 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q2 2024, down from 79 in Q1 2024.
  • Funds reported $347M of American Century Diversified Municipal Bond ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 7 funds opened new American Century Diversified Municipal Bond ETF positions in Q2 2024 and 7 closed out, a net change of 0 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $7.99M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q2 2024 was Truist Financial, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2024.