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AB Tax-Aware Short Duration Municipal ETF
TAFI

97 hedge funds and large institutions have $1.01B invested in AB Tax-Aware Short Duration Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

14% more funds holding

Funds holding: 85 → 97 (+12)

7% more capital invested

Capital invested by funds: $940M → $1.01B (+$67.3M)

1.89% less ownership

Funds ownership: 88.95% → 87.06% (-1.9%)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$20.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.61M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.21M
4
EPW
Evolve Private Wealth
California
+$8.01M
5
HighTower Advisors
HighTower Advisors
Illinois
+$6.56M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$14.4M
2
AI
Atria Investments
North Carolina
-$9.37M
3
QCM
Quantinno Capital Management
New York
-$6.92M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.75M
5
Morgan Stanley
Morgan Stanley
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.99M +$221K +8,731 +6%
KPWS
27
Kestra Private Wealth Services
Texas
$3.93M +$3.95M +156,000 New
Mariner
28
Mariner
Kansas
$3.92M +$1.35M +53,124 +52%
FF
29
Fluent Financial
Texas
$3.8M +$1.79M +70,746 +88%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$3.5M +$414K +16,356 +13%
MML Investors Services
31
MML Investors Services
Massachusetts
$3.26M +$1.44M +56,746 +78%
IAA
32
Independent Advisor Alliance
North Carolina
$2.51M +$2.52M +99,614 New
BPA
33
Beacon Pointe Advisors
California
$2.14M +$585K +23,108 +37%
ASN
34
Advisory Services Network
Georgia
$2.13M +$68.5K +2,705 +3%
PAG
35
Private Advisor Group
New Jersey
$2.05M +$797K +31,474 +63%
WA
36
Whipplewood Advisors
Colorado
$1.98M -$60.3K -2,382 -3%
PWM
37
Perigon Wealth Management
California
$1.94M +$505K +19,942 +35%
PTP
38
Platform Technology Partners
New York
$1.86M – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.68M -$2.75M -108,767 -62%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.63M -$24.4K -962 -1%
EC
41
Elequin Capital
New York
$1.63M +$1.63M +64,429 New
CWG
42
Cornerstone Wealth Group
North Carolina
$1.55M +$97.9K +3,867 +7%
JFG
43
Juno Financial Group
Virginia
$1.5M +$213K +8,409 +16%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$77.5K -3,060 -5%
EFG
45
Embree Financial Group
Illinois
$1.33M +$966K +38,150 +261%
KIG
46
Kennedy Investment Group
New Jersey
$1.28M +$87.8K +3,466 +7%
SF
47
Summit Financial
New Jersey
$1.23M -$751K -29,677 -38%
UA
48
URS Advisory
Florida
$1.15M +$195K +7,699 +20%
BIG
49
Brooklyn Investment Group
New York
$1.15M +$776K +30,629 +206%
MWM
50
Modern Wealth Management
Kansas
$1.09M +$1.1M +43,470 New
1
2
3 4 5

TAFI Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q1 2026, worth a combined $1.01B — up 7.2% from $940M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TAFI positions and 5 closed out — a net gain of 13 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $14.4M.

  • 97 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $1.01B of AB Tax-Aware Short Duration Municipal ETF stock for Q1 2026, up 7.2% quarter-over-quarter.
  • 18 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q1 2026 and 5 closed out, a net change of +13 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q1 2026 was AllianceBernstein, an estimated $20.3M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q1 2026 was JP Morgan Chase, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.