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AB Tax-Aware Short Duration Municipal ETF
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Overview Fund Activity

64 hedge funds and large institutions have $714M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
32
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$29.5M
2
SWP
Sagespring Wealth Partners
Tennessee
+$8.41M
3
Bank of America
Bank of America
North Carolina
+$6.46M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.26M
5
QWP
Quotient Wealth Partners
Texas
+$2.96M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.15M
2
Jane Street
Jane Street
New York
-$889K
3
FCG
Fielder Capital Group
Tennessee
-$597K
4
OIA
OneDigital Investment Advisors
Kansas
-$356K
5
MML Investors Services
MML Investors Services
Massachusetts
-$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$486M +$29.5M +1,176,807 +6%
LPL Financial
2
LPL Financial
California
$74.7M +$2.38M +94,852 +3%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.5M +$6.26M +249,468 +56%
Morgan Stanley
4
Morgan Stanley
New York
$13.3M +$2.87M +114,281 +28%
Bank of America
5
Bank of America
North Carolina
$12.1M +$6.46M +257,287 +114%
AI
6
Atria Investments
North Carolina
$10.6M +$1.12M +44,718 +12%
UBS Group
7
UBS Group
Switzerland
$9.05M +$377K +15,001 +4%
SWP
8
Sagespring Wealth Partners
Tennessee
$8.69M +$8.41M +335,065 +2,989%
SG
9
Strid Group
Pennsylvania
$8.52M -$111K -4,415 -1%
SFG
10
SevenBridge Financial Group
Pennsylvania
$7.06M +$1.5M +59,620 +27%
ACA
11
Aptus Capital Advisors
Alabama
$6.99M +$507K +20,200 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.68M +$2.33M +92,637 +69%
QWP
13
Quotient Wealth Partners
Texas
$4.49M +$2.96M +117,756 +193%
Truist Financial
14
Truist Financial
North Carolina
$3.7M +$2.04M +81,059 +123%
AFP
15
Ausdal Financial Partners
Iowa
$3.67M -$119K -4,724 -3%
JSW
16
Journey Strategic Wealth
New Jersey
$3.6M +$1.31M +52,177 +57%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$561K +22,340 +35%
SAF
18
Smith Anglin Financial
Texas
$2.06M +$17.2K +683 +0.8%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.05M +$111K +4,417 +6%
PTP
20
Platform Technology Partners
New York
$1.85M – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.74M -$220K -8,773 -11%
FF
22
Fluent Financial
Texas
$1.71M +$694K +27,629 +68%
CWG
23
Cornerstone Wealth Group
North Carolina
$1.51M +$21.8K +869 +1%
ASN
24
Advisory Services Network
Georgia
$1.5M +$1.5M +59,607 New
Osaic Holdings
25
Osaic Holdings
Arizona
$1.44M -$7.15M -286,243 -83%
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