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American Century Diversified Municipal Bond ETF

91 hedge funds and large institutions have $412M invested in American Century Diversified Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

0.58% more ownership

Funds ownership: 79.42%80% (+0.58%)

0% more funds holding

Funds holding: 9191 (0)

1% less capital invested

Capital invested by funds: $414M → $412M (-$2.42M)

8% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
13
Increased
35
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$93M -$3.24M -64,703 -3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$53.5M +$2.24M +44,602 +4%
CI
3
CX Institutional
Indiana
$31.6M +$950K +18,960 +3%
LPL Financial
4
LPL Financial
California
$27.3M -$238K -4,756 -0.9%
GA
5
Goldstein Advisors
Wisconsin
$21.3M +$578K +11,527 +3%
Morgan Stanley
6
Morgan Stanley
New York
$20.4M -$4.96K -99 -0%
PAG
7
Private Advisor Group
New Jersey
$10.3M +$73.2K +1,461 +0.7%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$9.24M +$3.99M +79,604 +74%
S
9
Sunpointe
Missouri
$9.15M -$652K -13,002 -7%
CCM
10
Condor Capital Management
New Jersey
$8.07M +$298K +5,952 +4%
HighTower Advisors
11
HighTower Advisors
Illinois
$7.55M +$716K +14,287 +10%
AI
12
Atria Investments
North Carolina
$5.88M +$98.8K +1,972 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$5.77M +$614K +12,255 +12%
OIA
14
OneDigital Investment Advisors
Kansas
$5.52M -$810K -16,171 -13%
KAS
15
Kestra Advisory Services
Texas
$5.48M +$1.45M +28,948 +35%
IA
16
IFP Advisors
Florida
$5.43M +$236K +4,711 +4%
DAS
17
Dynamic Advisor Solutions
Arizona
$5.34M +$104K +2,072 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.31M -$401 -8 -0%
VWA
19
Visionary Wealth Advisors
Illinois
$4.57M +$120K +2,392 +3%
HBFP
20
Henderson Brothers Financial Partners
Pennsylvania
$4.29M +$4.27M +85,214 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.23M -$296K -5,907 -6%
OMC
22
Old Mission Capital
Illinois
$4.1M +$4.16M +82,951 New
FWP
23
FAS Wealth Partners
Kansas
$3.63M +$349K +6,954 +10%
IWM
24
IHT Wealth Management
Illinois
$3.57M -$304K -6,063 -8%
NA
25
NewEdge Advisors
Louisiana
$3.44M +$278K +5,545 +9%

TAXF Hedge Fund Activity: Q1 2025 in Review

91 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q1 2025, worth a combined $412M — down 0.58% from $414M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAXF positions and 11 closed out — a net gain of 2 holders — while 35 added to existing stakes and 38 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.16M. The largest seller was Cooper Capital Advisors, exiting entirely with an estimated $5.75M sold.

  • 91 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $412M of American Century Diversified Municipal Bond ETF stock for Q1 2025, down 0.58% quarter-over-quarter.
  • 13 funds opened new American Century Diversified Municipal Bond ETF positions in Q1 2025 and 11 closed out, a net change of +2 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q1 2025 was Old Mission Capital, an estimated $4.16M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q1 2025 was Cooper Capital Advisors, an estimated $5.75M sold.

Based on aggregated 13F filings for Q1 2025.