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AB Tax-Aware Short Duration Municipal ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.42M +$739K +29,449 +109%
Raymond James Financial
27
Raymond James Financial
Florida
$1.39M +$444K +17,698 +47%
Northern Trust
28
Northern Trust
Illinois
$1.38M +$865K +34,436 +168%
Goldman Sachs
29
Goldman Sachs
New York
$1.15M +$1.15M +45,785 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.06M +$78.5K +3,126 +8%
Jane Street
31
Jane Street
New York
$1.01M -$889K -35,406 -47%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$959K +$188K +7,487 +24%
BPA
33
Beacon Pointe Advisors
California
$874K -$214K -8,531 -20%
HI
34
Harbour Investments
Wisconsin
$860K +$860K +34,253 New
FMTC
35
Farmers & Merchants Trust Company
California
$826K
FDW
36
Fourth Dimension Wealth
Ohio
$730K +$10.7K +428 +1%
HWM
37
HB Wealth Management
Georgia
$707K +$5.9K +235 +0.8%
MML Investors Services
38
MML Investors Services
Massachusetts
$693K -$336K -13,385 -33%
DC
39
Davenport & Co
Virginia
$686K +$204K +8,115 +42%
TF
40
TME Financial
California
$611K +$94.3K +3,754 +18%
AAS
41
Avantax Advisory Services
Texas
$581K +$11.3K +450 +2%
GVAG
42
Great Valley Advisor Group
Delaware
$535K -$62.3K -2,480 -10%
Stifel Financial
43
Stifel Financial
Missouri
$528K -$51.9K -2,066 -9%
RA
44
RFG Advisory
Alabama
$510K +$4.24K +169 +0.8%
MG
45
Mather Group
Illinois
$508K +$508K +20,235 New
KWM
46
Kingsview Wealth Management
Oregon
$493K -$22.6K -900 -4%
VA
47
VestGen Advisors
Illinois
$492K +$492K +19,605 New
Pathstone Holdings
48
Pathstone Holdings
New Jersey
$482K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$469K +$48.5K +1,933 +12%
EWA
50
Encompass Wealth Advisors
Oregon
$444K