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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
74
Holders Change
+9
Holders Change %
+13.85%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.7M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$34.9M
3
LPL Financial
LPL Financial
California
+$7.41M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$4.49M
5
Bank of America
Bank of America
North Carolina
+$4.03M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$1.34M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.18M
3
Northern Trust
Northern Trust
Illinois
-$1.16M
4
Jane Street
Jane Street
New York
-$1.01M
5
Goldman Sachs
Goldman Sachs
New York
-$912K
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
51
Mather Group
Illinois
$515K +$2.42K +96 +0.5%
KWM
52
Kingsview Wealth Management
Oregon
$498K – – –
Pathstone Holdings
53
Pathstone Holdings
New Jersey
$491K +$5.02K +199 +1%
VA
54
VestGen Advisors
Illinois
$479K -$17.8K -705 -4%
EWA
55
Encompass Wealth Advisors
Oregon
$449K – – –
KIG
56
Kennedy Investment Group
New Jersey
$409K +$53.5K +2,123 +15%
Lido Advisors
57
Lido Advisors
California
$334K – – –
OIA
58
OneDigital Investment Advisors
Kansas
$298K -$2.85K -113 -1%
RW
59
Rockport Wealth
Ohio
$267K -$3.56K -141 -1%
EA
60
Enclave Advisors
Texas
$266K +$265K +10,495 New
HighTower Advisors
61
HighTower Advisors
Illinois
$263K +$40.3K +1,600 +18%
OWA
62
ORBA Wealth Advisors
Illinois
$263K +$262K +10,385 New
AWAP
63
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$261K +$12.6K +500 +5%
DA
64
Detalus Advisors
Missouri
$248K – – –
Goldman Sachs
65
Goldman Sachs
New York
$243K -$912K -36,176 -79%
PTC
66
Private Trust Company
Ohio
$235K – – –
BFA
67
Beacon Financial Advisory
Ohio
$234K +$454 +18 +0.2%
Northern Trust
68
Northern Trust
Illinois
$225K -$1.16M -46,085 -84%
SG
69
StoneX Group
New York
$218K -$1.64K -65 -0.7%
NA
70
NewEdge Advisors
Louisiana
$128K +$1.01K +40 +0.8%
UCB
71
United Community Bank
South Carolina
$94.3K +$93.8K +3,720 New
Comerica Bank
72
Comerica Bank
Texas
$50K +$49.7K +1,972 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$47.9K +$47.7K +1,891 New
SPIA
74
Steward Partners Investment Advisory
New York
$38K +$37.8K +1,500 New
Jane Street
75
Jane Street
New York
– -$1.01M -40,225 Closed
1 2
3
4

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.