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American Century Diversified Municipal Bond ETF

98 hedge funds and large institutions have $429M invested in American Century Diversified Municipal Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 23

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $399M → $429M (+$30.6M)

1.83% more ownership

Funds ownership: 77.07%78.9% (+1.8%)

1% more funds holding

Funds holding: 9798 (+1)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
51
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$111M +$3.02M +59,860 +3%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$70M +$2.58M +51,206 +4%
LPL Financial
3
LPL Financial
California
$32.7M +$1.46M +28,876 +5%
Morgan Stanley
4
Morgan Stanley
New York
$21.3M +$3.05M +60,425 +17%
GA
5
Goldstein Advisors
Wisconsin
$20.8M +$726K +14,382 +4%
CI
6
CX Institutional
Indiana
$20.2M +$335K +6,643 +2%
Raymond James Financial
7
Raymond James Financial
Florida
$10.8M +$2.04M +40,505 +23%
PAG
8
Private Advisor Group
New Jersey
$9.87M +$8.22K +163 +0.1%
CCM
9
Condor Capital Management
New Jersey
$8.47M +$84.1K +1,667 +1%
Ameriprise
10
Ameriprise
Minnesota
$7.45M +$4.66M +92,403 +167%
DAS
11
Dynamic Advisor Solutions
Arizona
$6.4M +$324K +6,414 +5%
IA
12
IFP Advisors
Florida
$6.37M -$87.6K -1,736 -1%
KAS
13
Kestra Advisory Services
Texas
$6.06M -$246K -4,877 -4%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$5.47M +$319K +6,320 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.06M +$148K +2,933 +3%
FTUS
16
Flow Traders U.S.
New York
$4.61M +$3.77M +74,798 +449%
FWP
17
FAS Wealth Partners
Kansas
$4.44M +$768K +15,220 +21%
PWM
18
Pursuit Wealth Management
Florida
$4.11M +$4.11M +81,546 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$3.55M -$516K -10,220 -13%
VWA
20
Visionary Wealth Advisors
Illinois
$3.52M -$26.2K -520 -0.7%
GAM
21
GEM Asset Management
Michigan
$3.43M +$73.3K +1,452 +2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$3.2M +$58.7K +1,164 +2%
IWM
23
IHT Wealth Management
Illinois
$3.18M -$45.1K -893 -1%
OIA
24
OneDigital Investment Advisors
Kansas
$2.78M -$254K -5,028 -8%
NA
25
NewEdge Advisors
Louisiana
$2.78M +$201K +3,974 +8%

TAXF Hedge Fund Activity: Q4 2025 in Review

98 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in American Century Diversified Municipal Bond ETF (TAXF) for Q4 2025, worth a combined $429M — up 7.7% from $399M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TAXF positions and 8 closed out — a net gain of 3 holders — while 51 added to existing stakes and 23 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.66M. The largest seller was Jane Street, cutting an estimated $885K.

  • 98 institutional investors held American Century Diversified Municipal Bond ETF (TAXF) as of Q4 2025, up from 97 in Q3 2025.
  • Funds reported $429M of American Century Diversified Municipal Bond ETF stock for Q4 2025, up 7.7% quarter-over-quarter.
  • 11 funds opened new American Century Diversified Municipal Bond ETF positions in Q4 2025 and 8 closed out, a net change of +3 holders.
  • The largest American Century Diversified Municipal Bond ETF buyer in Q4 2025 was Ameriprise, an estimated $4.66M added.
  • The largest American Century Diversified Municipal Bond ETF seller in Q4 2025 was Jane Street, an estimated $885K sold.

Based on aggregated 13F filings for Q4 2025.