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CAM

AB California Intermediate Municipal ETF

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: 3848 (+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
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