We are live on ! Find out more
TAFI icon

AB Tax-Aware Short Duration Municipal ETF
TAFI

54 hedge funds and large institutions have $657M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $583M → $657M (+$73.3M)

4% more funds holding

Funds holding: 52 → 54 (+2)

1.21% more ownership

Funds ownership: 90.8% → 92.01% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% 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
28
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$40M
2
LPL Financial
LPL Financial
California
+$12.8M
3
SA
Sanctuary Advisors
Indiana
+$5.73M
4
Bank of America
Bank of America
North Carolina
+$5.66M
5
AI
Atria Investments
North Carolina
+$5.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.76M
2
JSW
Journey Strategic Wealth
New Jersey
-$1.72M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.33M
4
SFG
SevenBridge Financial Group
Pennsylvania
-$1.16M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$704K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.03M -$109K -4,343 -10%
FF
27
Fluent Financial
Texas
$1.02M +$167K +6,652 +20%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$980K +$377K +15,024 +63%
Raymond James Financial
29
Raymond James Financial
Florida
$945K +$455K +18,158 +93%
FMTC
30
Farmers & Merchants Trust Company
California
$825K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$771K +$69.5K +2,772 +10%
FDW
32
Fourth Dimension Wealth
Ohio
$719K +$131K +5,206 +22%
HWM
33
HB Wealth Management
Georgia
$700K +$6.27K +250 +0.9%
KAS
34
Kestra Advisory Services
Texas
$681K +$100K +4,000 +17%
OIA
35
OneDigital Investment Advisors
Kansas
$654K – – –
FCG
36
Fielder Capital Group
Tennessee
$597K -$597K -23,806 -50%
GVAG
37
Great Valley Advisor Group
Delaware
$597K -$104K -4,136 -15%
Stifel Financial
38
Stifel Financial
Missouri
$580K -$25.1K -1,000 -4%
AAS
39
Avantax Advisory Services
Texas
$569K +$569K +22,692 New
TF
40
TME Financial
California
$517K +$230K +9,172 +80%
KWM
41
Kingsview Wealth Management
Oregon
$516K – – –
Northern Trust
42
Northern Trust
Illinois
$515K -$447K -17,837 -46%
RA
43
RFG Advisory
Alabama
$505K +$54.5K +2,171 +12%
DC
44
Davenport & Co
Virginia
$482K -$85.2K -3,395 -15%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$481K +$5.47K +218 +1%
EWA
46
Encompass Wealth Advisors
Oregon
$444K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$421K +$250K +9,960 +146%
RW
48
Rockport Wealth
Ohio
$332K +$332K +13,233 New
Lido Advisors
49
Lido Advisors
California
$331K – – –
SWP
50
Sagespring Wealth Partners
Tennessee
$281K +$281K +11,211 New
1
2
3

TAFI Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q1 2025, worth a combined $657M — up 13% from $583M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TAFI positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $40M. The largest seller was Jane Street, cutting an estimated $5.76M.

  • 54 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $657M of AB Tax-Aware Short Duration Municipal ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 8 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q1 2025 was AllianceBernstein, an estimated $40M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q1 2025 was Jane Street, an estimated $5.76M sold.

Based on aggregated 13F filings for Q1 2025.