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AB Tax-Aware Short Duration Municipal ETF

65 hedge funds and large institutions have $737M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

20% more funds holding

Funds holding: 5465 (+11)

12% more capital invested

Capital invested by funds: $657M → $737M (+$80M)

1.43% more ownership

Funds ownership: 92.01%93.43% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
34
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$1.5M +$1.49M +59,607 New
KAS
27
Kestra Advisory Services
Texas
$1.42M +$735K +29,449 +109%
Raymond James Financial
28
Raymond James Financial
Florida
$1.39M +$442K +17,698 +47%
Northern Trust
29
Northern Trust
Illinois
$1.38M +$860K +34,436 +168%
Goldman Sachs
30
Goldman Sachs
New York
$1.15M +$1.14M +45,785 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.06M +$78K +3,126 +8%
Jane Street
32
Jane Street
New York
$1.01M -$884K -35,406 -47%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$959K +$187K +7,487 +24%
BPA
34
Beacon Pointe Advisors
California
$874K -$213K -8,531 -20%
HI
35
Harbour Investments
Wisconsin
$860K +$855K +34,253 New
FMTC
36
Farmers & Merchants Trust Company
California
$826K
FDW
37
Fourth Dimension Wealth
Ohio
$730K +$10.7K +428 +1%
HWM
38
HB Wealth Management
Georgia
$707K +$5.87K +235 +0.8%
MML Investors Services
39
MML Investors Services
Massachusetts
$693K -$334K -13,385 -33%
DC
40
Davenport & Co
Virginia
$686K +$203K +8,115 +42%
TF
41
TME Financial
California
$611K +$93.7K +3,754 +18%
AAS
42
Avantax Advisory Services
Texas
$581K +$11.2K +450 +2%
GVAG
43
Great Valley Advisor Group
Delaware
$535K -$61.9K -2,480 -10%
Stifel Financial
44
Stifel Financial
Missouri
$528K -$51.6K -2,066 -9%
RA
45
RFG Advisory
Alabama
$510K +$4.22K +169 +0.8%
MG
46
Mather Group
Illinois
$508K +$505K +20,235 New
KWM
47
Kingsview Wealth Management
Oregon
$493K -$22.5K -900 -4%
VA
48
VestGen Advisors
Illinois
$492K +$489K +19,605 New
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$482K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$469K +$48.3K +1,933 +12%

TAFI Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q2 2025, worth a combined $737M — up 12% from $657M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAFI positions and 2 closed out — a net gain of 11 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $29.4M. The largest seller was Jane Street, cutting an estimated $884K.

  • 65 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $737M of AB Tax-Aware Short Duration Municipal ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 13 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q2 2025 and 2 closed out, a net change of +11 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q2 2025 was AllianceBernstein, an estimated $29.4M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q2 2025 was Jane Street, an estimated $884K sold.

Based on aggregated 13F filings for Q2 2025.