AB Tax-Aware Short Duration Municipal ETF
TAFI
54 hedge funds and large institutions have $657M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $583M → $657M (+$73.3M)
4% more funds holding
Funds holding: 52 → 54 (+2)
1.21% more ownership
Funds ownership: 90.8% → 92.01% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$40M |
| 2 |
LPL Financial
San Diego,
California
|
+$12.8M |
| 3 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$5.73M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.66M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$5.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.76M |
| 2 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$1.72M |
| 3 |
JP Morgan Chase
New York
|
-$1.33M |
| 4 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
-$1.16M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$704K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
51
Private Trust Company
Cleveland,
Ohio
| $258K | +$2.58K | +103 | +1% |
|
|
EH
52
Equitable Holdings
New York
| $209K | +$209K | +8,338 | New |
|
53
Wells Fargo
San Francisco,
California
| $76.7K | +$76.6K | +3,055 | New |
|
|
GSWM
54
Golden State Wealth Management
Santa Ana,
California
| $21.2K | +$21.2K | +846 | New |
|
55
Citadel Advisors
Miami,
Florida
| – | -$308K | -12,360 | Closed |
|
56
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$284K | -11,378 | Closed |
|
|
HF
57
HRT Financial
New York
| – | -$264K | -10,591 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$258K | -10,321 | Closed |
|
|
EC
59
Elequin Capital
New York
| – | -$15.3K | -612 | Closed |
|
TAFI Hedge Fund Activity: Q1 2025 in Review
54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q1 2025, worth a combined $657M — up 13% from $583M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TAFI positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $40M. The largest seller was Jane Street, cutting an estimated $5.76M.
- 54 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q1 2025, up from 52 in Q4 2024.
- Funds reported $657M of AB Tax-Aware Short Duration Municipal ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 8 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q1 2025 was AllianceBernstein, an estimated $40M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q1 2025 was Jane Street, an estimated $5.76M sold.
Based on aggregated 13F filings for Q1 2025.