AB Tax-Aware Short Duration Municipal ETF
TAFI
74 hedge funds and large institutions have $864M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 17 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
124% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 17
17% more capital invested
Capital invested by funds: $737M → $864M (+$127M)
14% more funds holding
Funds holding: 65 → 74 (+9)
0.78% more ownership
Funds ownership: 93.43% → 94.22% (+0.78%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$49.7M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$34.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.41M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$4.49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$4.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$1.34M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.18M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.16M |
| 4 |
Jane Street
New York
|
-$1.01M |
| 5 |
Goldman Sachs
New York
|
-$912K |
TAFI Hedge Fund Activity: Q3 2025 in Review
74 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q3 2025, worth a combined $864M — up 17% from $737M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new TAFI positions and 3 closed out — a net gain of 11 holders — while 38 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $49.7M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $1.34M.
- 74 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q3 2025, up from 65 in Q2 2025.
- Funds reported $864M of AB Tax-Aware Short Duration Municipal ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 14 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q3 2025 and 3 closed out, a net change of +11 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q3 2025 was Morgan Stanley, an estimated $49.7M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q3 2025 was Wealth Enhancement Advisory Services, an estimated $1.34M sold.
Based on aggregated 13F filings for Q3 2025.