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AB Tax-Aware Short Duration Municipal ETF
TAFI

85 hedge funds and large institutions have $940M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

86% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 21

15% more funds holding

Funds holding: 74 → 85 (+11)

9% more capital invested

Capital invested by funds: $864M → $940M (+$75.4M)

5.26% less ownership

Funds ownership: 94.22% → 88.95% (-5.3%)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.4M
2
LPL Financial
LPL Financial
California
+$8.99M
3
Bank of America
Bank of America
North Carolina
+$8.19M
4
Morgan Stanley
Morgan Stanley
New York
+$8.04M
5
QCM
Quantinno Capital Management
New York
+$7.2M

Top Sellers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
-$4.51M
2
AWA
Adapt Wealth Advisors
Georgia
-$1.55M
3
QWP
Quotient Wealth Partners
Texas
-$1.35M
4
SF
Summit Financial
New Jersey
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Adapt Wealth Advisors
Georgia
$2.4M -$1.55M -61,500 -39%
ASN
27
Advisory Services Network
Georgia
$2.07M +$376K +14,889 +22%
WA
28
Whipplewood Advisors
Colorado
$2.05M +$15.6K +616 +0.8%
FF
29
Fluent Financial
Texas
$2.02M +$616K +24,403 +44%
SF
30
Summit Financial
New Jersey
$1.99M -$1.3M -51,497 -40%
PTP
31
Platform Technology Partners
New York
$1.86M +$40.1K +1,586 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.83M +$88.7K +3,511 +5%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.65M -$56K -2,217 -3%
BPA
34
Beacon Pointe Advisors
California
$1.56M -$600K -23,739 -28%
CWG
35
Cornerstone Wealth Group
North Carolina
$1.46M -$111K -4,402 -7%
PWM
36
Perigon Wealth Management
California
$1.44M +$834K +33,000 +136%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$1.44M +$619K +24,499 +75%
JFG
38
Juno Financial Group
Virginia
$1.29M +$1.29M +51,085 New
PAG
39
Private Advisor Group
New Jersey
$1.26M +$126K +4,999 +11%
KIG
40
Kennedy Investment Group
New Jersey
$1.2M +$793K +31,397 +195%
KAS
41
Kestra Advisory Services
Texas
$1.1M -$1.04K -41 -0.1%
HI
42
Harbour Investments
Wisconsin
$1.07M -$27.7K -1,095 -3%
Stifel Financial
43
Stifel Financial
Missouri
$958K +$228K +9,035 +31%
UA
44
URS Advisory
Florida
$957K +$959K +37,951 New
FMTC
45
Farmers & Merchants Trust Company
California
$909K -$14.4K -569 -2%
TF
46
TME Financial
California
$897K +$228K +9,039 +34%
CAL
47
Capital Analysts LLC
Pennsylvania
$851K +$853K +33,754 New
LWA
48
Legacy Wealth Advisors
Florida
$840K +$842K +33,323 New
FDW
49
Fourth Dimension Wealth
Ohio
$825K +$109K +4,312 +15%
IWM
50
IHT Wealth Management
Illinois
$809K +$811K +32,097 New
1
2
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TAFI Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q4 2025, worth a combined $940M — up 8.7% from $864M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TAFI positions and 4 closed out — a net gain of 11 holders — while 39 added to existing stakes and 21 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.4M. The largest seller was Integrated Wealth Concepts, exiting entirely with an estimated $4.51M sold.

  • 85 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $940M of AB Tax-Aware Short Duration Municipal ETF stock for Q4 2025, up 8.7% quarter-over-quarter.
  • 15 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q4 2025 and 4 closed out, a net change of +11 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q4 2025 was AllianceBernstein, an estimated $28.4M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q4 2025 was Integrated Wealth Concepts, an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2025.