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AB Tax-Aware Short Duration Municipal ETF

53 hedge funds and large institutions have $646M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
26
Fluent Financial
Texas
$1.02M +$167K +6,652 +20%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$980K +$377K +15,024 +63%
Raymond James Financial
28
Raymond James Financial
Florida
$945K +$456K +18,158 +93%
FMTC
29
Farmers & Merchants Trust Company
California
$825K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$771K +$69.6K +2,772 +10%
FDW
31
Fourth Dimension Wealth
Ohio
$719K +$131K +5,206 +22%
HWM
32
HB Wealth Management
Georgia
$700K +$6.27K +250 +0.9%
KAS
33
Kestra Advisory Services
Texas
$681K +$100K +4,000 +17%
OIA
34
OneDigital Investment Advisors
Kansas
$654K
FCG
35
Fielder Capital Group
Tennessee
$597K -$597K -23,806 -50%
GVAG
36
Great Valley Advisor Group
Delaware
$597K -$104K -4,136 -15%
Stifel Financial
37
Stifel Financial
Missouri
$580K -$25.1K -1,000 -4%
AAS
38
Avantax Advisory Services
Texas
$569K +$569K +22,692 New
TF
39
TME Financial
California
$517K +$230K +9,172 +80%
KWM
40
Kingsview Wealth Management
Oregon
$516K
Northern Trust
41
Northern Trust
Illinois
$515K -$448K -17,837 -46%
RA
42
RFG Advisory
Alabama
$505K +$54.5K +2,171 +12%
DC
43
Davenport & Co
Virginia
$482K -$85.2K -3,395 -15%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$481K +$5.47K +218 +1%
EWA
45
Encompass Wealth Advisors
Oregon
$444K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$421K +$250K +9,960 +146%
RW
47
Rockport Wealth
Ohio
$332K +$332K +13,233 New
Lido Advisors
48
Lido Advisors
California
$331K
SWP
49
Sagespring Wealth Partners
Tennessee
$281K +$281K +11,211 New
PTC
50
Private Trust Company
Ohio
$258K +$2.58K +103 +1%