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AB Tax-Aware Short Duration Municipal ETF
TAFI

44 hedge funds and large institutions have $483M invested in AB Tax-Aware Short Duration Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

38% more funds holding

Funds holding: 32 → 44 (+12)

13% more capital invested

Capital invested by funds: $427M → $483M (+$56.3M)

4.33% less ownership

Funds ownership: 92.5% → 88.17% (-4.3%)

Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
18
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$26.7M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.37M
3
SG
Strid Group
Pennsylvania
+$4.96M
4
Jane Street
Jane Street
New York
+$4.74M
5
AFP
Ausdal Financial Partners
Iowa
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$4.3M
2
FTUS
Flow Traders U.S.
New York
-$949K
3
AFG
Atomi Financial Group
New York
-$604K
4
Osaic Holdings
Osaic Holdings
Arizona
-$201K
5
MML Investors Services
MML Investors Services
Massachusetts
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$563K – – –
DC
27
Davenport & Co
Virginia
$477K +$51.5K +2,065 +12%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$468K +$468K +18,755 New
Stifel Financial
29
Stifel Financial
Missouri
$468K +$467K +18,733 New
EWA
30
Encompass Wealth Advisors
Oregon
$442K +$99.8K +4,000 +29%
RA
31
RFG Advisory
Alabama
$441K +$3.54K +142 +0.8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$416K +$231K +9,252 +125%
SA
33
Sanctuary Advisors
Indiana
$413K +$413K +16,564 New
FTUS
34
Flow Traders U.S.
New York
$395K -$949K -38,034 -71%
BW
35
Bison Wealth
Georgia
$388K – – –
Lido Advisors
36
Lido Advisors
California
$330K – – –
KAS
37
Kestra Advisory Services
Texas
$302K +$32.2K +1,292 +12%
PAG
38
Private Advisor Group
New Jersey
$300K – – –
PTC
39
Private Trust Company
Ohio
$255K +$21.1K +846 +9%
EC
40
Elequin Capital
New York
$153K +$153K +6,120 New
GRP
41
Global Retirement Partners
California
$110K +$40.4K +1,619 +58%
NA
42
NewEdge Advisors
Louisiana
$50.7K +$399 +16 +0.8%
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$13K +$7.49K +300 +122%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$4.82K +$4.82K +193 New
LNC
45
Lincoln National Corp
Pennsylvania
– -$4.3M -171,518 Closed
AFG
46
Atomi Financial Group
New York
– -$604K -24,069 Closed
1
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TAFI Hedge Fund Activity: Q2 2024 in Review

44 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q2 2024, worth a combined $483M — up 13% from $427M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TAFI positions and 2 closed out — a net gain of 12 holders — while 18 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $26.7M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $4.3M sold.

  • 44 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q2 2024, up from 32 in Q1 2024.
  • Funds reported $483M of AB Tax-Aware Short Duration Municipal ETF stock for Q2 2024, up 13% quarter-over-quarter.
  • 14 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q2 2024 and 2 closed out, a net change of +12 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q2 2024 was AllianceBernstein, an estimated $26.7M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q2 2024 was Lincoln National Corp, an estimated $4.3M sold.

Based on aggregated 13F filings for Q2 2024.