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AB Tax-Aware Short Duration Municipal ETF

52 hedge funds and large institutions have $583M invested in AB Tax-Aware Short Duration Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
27
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
26
Fluent Financial
Texas
$848K -$710K -28,462 -46%
FMTC
27
Farmers & Merchants Trust Company
California
$821K +$35K +1,401 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$697K +$102K +4,103 +17%
GVAG
29
Great Valley Advisor Group
Delaware
$697K +$62.9K +2,522 +10%
HWM
30
HB Wealth Management
Georgia
$690K +$5.56K +223 +0.8%
OIA
31
OneDigital Investment Advisors
Kansas
$650K -$235K -9,400 -27%
Stifel Financial
32
Stifel Financial
Missouri
$601K -$40.7K -1,632 -6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$599K -$204K -8,192 -25%
FDW
34
Fourth Dimension Wealth
Ohio
$585K +$585K +23,446 New
KAS
35
Kestra Advisory Services
Texas
$577K +$276K +11,050 +91%
DC
36
Davenport & Co
Virginia
$564K +$84.7K +3,395 +18%
KWM
37
Kingsview Wealth Management
Oregon
$513K -$49.9K -2,000 -9%
Raymond James Financial
38
Raymond James Financial
Florida
$487K +$487K +19,526 New
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$473K +$5.17K +207 +1%
RA
40
RFG Advisory
Alabama
$448K +$3.59K +144 +0.8%
EWA
41
Encompass Wealth Advisors
Oregon
$442K
Lido Advisors
42
Lido Advisors
California
$331K
BPA
43
Beacon Pointe Advisors
California
$329K +$329K +13,193 New
Citadel Advisors
44
Citadel Advisors
Florida
$308K +$308K +12,360 New
TF
45
TME Financial
California
$289K +$289K +11,419 New
Kovitz Investment Group Partners
46
Kovitz Investment Group Partners
Illinois
$284K -$79.7K -3,193 -22%
HF
47
HRT Financial
New York
$264K +$264K +10,591 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$258K +$258K +10,321 New
PTC
49
Private Trust Company
Ohio
$254K +$3.54K +142 +1%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$170K +$75.9K +3,038 +81%