We are live on ! Find out more
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
AllianceBernstein
1
AllianceBernstein
Tennessee
$863M -$13M -514,113 -1%
Wells Fargo
2
Wells Fargo
California
$25M +$1.54M +61,055 +6%
Morgan Stanley
3
Morgan Stanley
New York
$19.2M +$2.87M +113,922 +17%
LPL Financial
4
LPL Financial
California
$12M +$1.04M +41,221 +9%
DI
5
DDFG Inc
California
$11.1M +$249K +9,883 +2%
Bank of America
6
Bank of America
North Carolina
$9.06M +$660K +26,157 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$6.81M +$6.89M +273,354 New
GSWM
8
Golden State Wealth Management
California
$5.49M -$952K -37,745 -15%
UBS Group
9
UBS Group
Switzerland
$5.46M -$292K -11,579 -5%
FAT
10
First American Trust
California
$3.32M +$3.35M +132,826 New
PS
11
Planned Solutions
California
$2.65M +$23K +911 +0.9%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.59M -$247K -9,798 -13%
Fifth Third Bancorp
13
Fifth Third Bancorp
Ohio
$1.49M +$1.5M +59,504 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.45M +$42K +1,665 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$1.43M +$21.4K +847 +2%
JF
16
JSF Financial
California
$1.31M -$197K -7,810 -13%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.21M +$1.22M +48,332 New
FA
18
FF Advisors
California
$987K +$992K +39,332 New
BFG
19
Bleakley Financial Group
New Jersey
$961K -$29.7K -1,178 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$763K -$3.84M -152,288 -83%
Jane Street
21
Jane Street
New York
$691K -$5.86M -232,505 -89%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$628K -$118K -4,686 -16%
WFI
23
West Family Investments
California
$607K
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$513K +$518K +20,535 New
HighTower Advisors
25
HighTower Advisors
Illinois
$504K +$273K +10,808 +115%