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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.99M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.19M |
| 4 |
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
Waltham,
Massachusetts
|
-$4.51M |
| 2 |
AWA
Adapt Wealth Advisors
Atlanta,
Georgia
|
-$1.55M |
| 3 |
QWP
Quotient Wealth Partners
Dallas,
Texas
|
-$1.35M |
| 4 |
SF
Summit Financial
Parsippany,
New Jersey
|
-$1.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
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.