AB Tax-Aware Short Duration Municipal ETF
TAFI
52 hedge funds and large institutions have $583M invested in AB Tax-Aware Short Duration Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
13% more funds holding
Funds holding: 46 → 52 (+6)
11% more capital invested
Capital invested by funds: $527M → $583M (+$56.1M)
1.14% more ownership
Funds ownership: 89.65% → 90.8% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$40.5M |
| 2 |
JP Morgan Chase
New York
|
+$10.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.54M |
| 4 |
Jane Street
New York
|
+$6.99M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.7M |
| 2 |
FF
Fluent Financial
Dallas,
Texas
|
-$715K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$695K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$363K |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$236K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $111K | +$452 | +18 | +0.4% |
|
|
EC
52
Elequin Capital
New York
| $15.3K | -$10.5K | -419 | -41% |
|
|
53
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$363K | -14,354 | Closed |
|
|
BW
54
Bison Wealth
Atlanta,
Georgia
| – | -$217K | -8,580 | Closed |
|
|
HGERS
55
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$13K | -545 | Closed |
|
TAFI Hedge Fund Activity: Q4 2024 in Review
52 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q4 2024, worth a combined $583M — up 11% from $527M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TAFI positions and 3 closed out — a net gain of 7 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $40.5M. The largest seller was Morgan Stanley, cutting an estimated $17.7M.
- 52 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $583M of AB Tax-Aware Short Duration Municipal ETF stock for Q4 2024, up 11% quarter-over-quarter.
- 10 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q4 2024 was AllianceBernstein, an estimated $40.5M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q4 2024 was Morgan Stanley, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2024.