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CAM

AB California Intermediate Municipal ETF
CAM

48 hedge funds and large institutions have $983M invested in AB California Intermediate Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

26% more funds holding

Funds holding: 38 → 48 (+10)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% less capital invested

Capital invested by funds: $987M → $983M (-$4.13M)

2.28% less ownership

Funds ownership: 88.99% → 86.71% (-2.3%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
14
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.89M
2
FAT
First American Trust
California
+$3.35M
3
Morgan Stanley
Morgan Stanley
New York
+$2.87M
4
Wells Fargo
Wells Fargo
California
+$1.54M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$13M
2
Jane Street
Jane Street
New York
-$5.86M
3
Osaic Holdings
Osaic Holdings
Arizona
-$3.84M
4
GSWM
Golden State Wealth Management
California
-$952K
5
DAS
Diversify Advisory Services
Utah
-$404K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$418K -$19.8K -785 -4%
AAP
27
Arax Advisory Partners
Colorado
$411K – – –
PWM
28
Perigon Wealth Management
California
$362K – – –
BPA
29
Beacon Pointe Advisors
California
$358K +$91.2K +3,615 +34%
EH
30
Equitable Holdings
New York
$343K -$152K -6,029 -31%
MOS
31
MGO One Seven
Ohio
$335K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$319K +$323K +12,792 New
SA
33
Sanctuary Advisors
Indiana
$311K +$314K +12,462 New
DWM
34
Diversify Wealth Management
Utah
$301K +$303K +12,017 New
Cerity Partners
35
Cerity Partners
New York
$286K – – –
PCMC
36
Paragon Capital Management (Colorado)
Colorado
$282K +$4.06K +161 +1%
CA
37
Capital Advantage
California
$267K -$49.6K -1,966 -16%
Citadel Advisors
38
Citadel Advisors
Florida
$254K +$256K +10,154 New
Stifel Financial
39
Stifel Financial
Missouri
$235K -$34.6K -1,373 -13%
HF
40
HRT Financial
New York
$223K +$226K +8,963 New
TRCT
41
Tower Research Capital (TRC)
New York
$222K +$218K +8,654 +3,462%
NEPWA
42
New England Private Wealth Advisors
Massachusetts
$214K +$1.94K +77 +0.9%
SFS
43
Sowell Financial Services
Arkansas
$208K +$210K +8,342 New
ASN
44
Advisory Services Network
Georgia
$137K +$139K +5,493 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$134K +$135K +5,349 +41,146%
SPIA
46
Steward Partners Investment Advisory
New York
$46.9K +$47.3K +1,877 New
CAL
47
Capital Analysts LLC
Pennsylvania
$38K +$38K +1,505 New
NRWA
48
North Ridge Wealth Advisors
Oregon
$12.1K +$12.2K +485 New
DAS
49
Diversify Advisory Services
Utah
– -$404K -16,003 Closed
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
– -$270K -10,765 Closed
1
2
3

CAM Hedge Fund Activity: Q1 2026 in Review

48 of the 8,157 institutional investors tracked by Wall St. Rank reported a position in AB California Intermediate Municipal ETF (CAM) for Q1 2026, worth a combined $983M — down 0.42% from $987M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CAM positions and 5 closed out — a net gain of 11 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $6.89M. The largest seller was AllianceBernstein, cutting an estimated $13M.

  • 48 institutional investors held AB California Intermediate Municipal ETF (CAM) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $983M of AB California Intermediate Municipal ETF stock for Q1 2026, down 0.42% quarter-over-quarter.
  • 16 funds opened new AB California Intermediate Municipal ETF positions in Q1 2026 and 5 closed out, a net change of +11 holders.
  • The largest AB California Intermediate Municipal ETF buyer in Q1 2026 was JP Morgan Chase, an estimated $6.89M added.
  • The largest AB California Intermediate Municipal ETF seller in Q1 2026 was AllianceBernstein, an estimated $13M sold.

Based on aggregated 13F filings for Q1 2026.