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American Century Diversified Municipal Bond ETF

91 hedge funds and large institutions have $414M invested in American Century Diversified Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 25 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 2

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

56% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 25

17% more funds holding

Funds holding: 7891 (+13)

10% more capital invested

Capital invested by funds: $377M → $414M (+$37.1M)

2.63% more ownership

Funds ownership: 76.8%79.42% (+2.6%)

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
17
Increased
39
Reduced
25
Closed
2
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 -$3.1M -61,181 -3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$52M +$3.87M +76,321 +8%
CI
3
CX Institutional
Indiana
$31M +$5.54M +109,366 +21%
LPL Financial
4
LPL Financial
California
$27.9M +$2.6M +51,311 +10%
GA
5
Goldstein Advisors
Wisconsin
$21.1M +$1.87M +36,910 +10%
Morgan Stanley
6
Morgan Stanley
New York
$20.7M +$2.98M +58,693 +17%
PAG
7
Private Advisor Group
New Jersey
$10.3M +$111K +2,182 +1%
S
8
Sunpointe
Missouri
$9.93M +$9.33M +184,010 +1,318%
CCM
9
Condor Capital Management
New Jersey
$7.88M +$190K +3,746 +2%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.93M +$220K +4,349 +3%
OIA
11
OneDigital Investment Advisors
Kansas
$6.41M -$557K -10,987 -8%
AI
12
Atria Investments
North Carolina
$5.86M +$299K +5,888 +5%
CCA
13
Cooper Capital Advisors
California
$5.75M +$5.82M +114,757 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.38M +$259K +5,116 +5%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$5.37M +$5.43M +107,121 New
DAS
16
Dynamic Advisor Solutions
Arizona
$5.31M +$3.41M +67,245 +174%
IA
17
IFP Advisors
Florida
$5.27M +$28.8K +569 +0.5%
Raymond James Financial
18
Raymond James Financial
Florida
$5.23M +$5.29M +104,283 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.58M -$198K -3,914 -4%
VWA
20
Visionary Wealth Advisors
Illinois
$4.52M +$608K +11,997 +15%
KAS
21
Kestra Advisory Services
Texas
$4.1M +$558K +11,008 +16%
Jane Street
22
Jane Street
New York
$4.05M +$4.09M +80,682 New
IWM
23
IHT Wealth Management
Illinois
$3.92M +$78.9K +1,556 +2%
FWP
24
FAS Wealth Partners
Kansas
$3.33M +$314K +6,201 +10%
NA
25
NewEdge Advisors
Louisiana
$3.21M +$250K +4,932 +8%

TAXF Hedge Fund Activity: Q4 2024 in Review

91 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2024, worth a combined $414M — up 9.8% from $377M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TAXF positions and 2 closed out — a net gain of 15 holders — while 39 added to existing stakes and 25 trimmed.

The largest buyer was Sunpointe, adding an estimated $9.33M. The largest seller was Osaic Holdings, cutting an estimated $3.13M.

  • 91 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2024, up from 78 in Q3 2024.
  • Funds reported $414M of American Century Diversified Municipal Bond ETF stock for Q4 2024, up 9.8% quarter-over-quarter.
  • 17 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2024 and 2 closed out, a net change of +15 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2024 was Sunpointe, an estimated $9.33M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2024 was Osaic Holdings, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2024.