AB Tax-Aware Short Duration Municipal ETF
TAFI
23 hedge funds and large institutions have $183M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
0% more capital invested
Capital invested by funds: $182M → $183M (+$626K)
0% more funds holding
Funds holding: 23 → 23 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4.03% less ownership
Funds ownership: 99.36% → 95.33% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.81M |
| 3 |
JP Morgan Chase
New York
|
+$3.29M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.79M |
| 5 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.46M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.13M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.17M |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$589K |
TAFI Hedge Fund Activity: Q3 2023 in Review
23 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q3 2023, worth a combined $183M — up 0.34% from $182M a quarter earlier.
Fund positioning in TAFI was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 8 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $17.7M. The largest seller was Jane Street, cutting an estimated $14M.
- 23 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $183M of AB Tax-Aware Short Duration Municipal ETF stock for Q3 2023, up 0.34% quarter-over-quarter.
- 3 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q3 2023 was AllianceBernstein, an estimated $17.7M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q3 2023 was Jane Street, an estimated $14M sold.
Based on aggregated 13F filings for Q3 2023.