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AB Tax-Aware Short Duration Municipal ETF
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Overview Fund Activity

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
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

1
AllianceBernstein
AllianceBernstein
Tennessee
+$26.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.38M
3
SG
Strid Group
Pennsylvania
+$4.97M
4
Jane Street
Jane Street
New York
+$4.74M
5
AFP
Ausdal Financial Partners
Iowa
+$3.48M

Top Sellers

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
-$202K
5
MML Investors Services
MML Investors Services
Massachusetts
-$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
26
Kingsview Wealth Management
Oregon
$563K – – –
DC
27
Davenport & Co
Virginia
$477K +$51.6K +2,065 +12%
Pathstone Holdings
28
Pathstone Holdings
New Jersey
$468K +$468K +18,755 New
Stifel Financial
29
Stifel Financial
Missouri
$468K +$468K +18,733 New
EWA
30
Encompass Wealth Advisors
Oregon
$442K +$99.9K +4,000 +29%
RA
31
RFG Advisory
Alabama
$441K +$3.55K +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 +$32.3K +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 +$400 +16 +0.8%
HGERS
43
Householder Group Estate & Retirement Specialist
Arizona
$13K +$7.16K +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
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