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American Century Diversified Municipal Bond ETF

88 hedge funds and large institutions have $405M invested in American Century Diversified Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-2
Holders Change %
-2.22%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
35
Reduced
37
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$93M -$3.2M -64,703 -3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$53.5M +$2.21M +44,602 +4%
CI
3
CX Institutional
Indiana
$31.6M +$938K +18,960 +3%
LPL Financial
4
LPL Financial
California
$27.3M -$235K -4,756 -0.9%
GA
5
Goldstein Advisors
Wisconsin
$21.3M +$570K +11,527 +3%
Morgan Stanley
6
Morgan Stanley
New York
$20.4M -$4.9K -99 -0%
PAG
7
Private Advisor Group
New Jersey
$10.3M +$72.3K +1,461 +0.7%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$9.24M +$3.94M +79,604 +74%
S
9
Sunpointe
Missouri
$9.15M -$643K -13,002 -7%
CCM
10
Condor Capital Management
New Jersey
$8.07M +$295K +5,952 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.55M +$707K +14,287 +10%
AI
12
Atria Investments
North Carolina
$5.88M +$97.6K +1,972 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$5.77M +$606K +12,255 +12%
OIA
14
OneDigital Investment Advisors
Kansas
$5.52M -$800K -16,171 -13%
KAS
15
Kestra Advisory Services
Texas
$5.48M +$1.43M +28,948 +35%
IA
16
IFP Advisors
Florida
$5.43M +$233K +4,711 +4%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.34M +$103K +2,072 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.31M -$396 -8 -0%
VWA
19
Visionary Wealth Advisors
Illinois
$4.57M +$118K +2,392 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.23M -$292K -5,907 -6%
OMC
21
Old Mission Capital
Illinois
$4.1M +$4.1M +82,951 New
FWP
22
FAS Wealth Partners
Kansas
$3.63M +$344K +6,954 +10%
IWM
23
IHT Wealth Management
Illinois
$3.57M -$300K -6,063 -8%
NA
24
NewEdge Advisors
Louisiana
$3.44M +$274K +5,545 +9%
GAM
25
GEM Asset Management
Michigan
$3.27M +$138K +2,776 +4%