AB Tax-Aware Short Duration Municipal ETF
TAFI
31 hedge funds and large institutions have $319M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
74% more capital invested
Capital invested by funds: $183M → $319M (+$136M)
35% more funds holding
Funds holding: 23 → 31 (+8)
0.05% less ownership
Funds ownership: 95.33% → 95.28% (-0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$112M |
| 2 |
LPL Financial
San Diego,
California
|
+$16.3M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.25M |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.93M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.56M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.83M |
| 3 |
JP Morgan Chase
New York
|
-$1.49M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$533K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$347K |
TAFI Hedge Fund Activity: Q4 2023 in Review
31 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q4 2023, worth a combined $319M — up 74% from $183M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TAFI positions and 2 closed out — a net gain of 8 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $112M. The largest seller was Jane Street, cutting an estimated $3.56M.
- 31 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $319M of AB Tax-Aware Short Duration Municipal ETF stock for Q4 2023, up 74% quarter-over-quarter.
- 10 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q4 2023 and 2 closed out, a net change of +8 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q4 2023 was AllianceBernstein, an estimated $112M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q4 2023 was Jane Street, an estimated $3.56M sold.
Based on aggregated 13F filings for Q4 2023.