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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
39
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.4M
2
LPL Financial
LPL Financial
California
+$8.99M
3
Bank of America
Bank of America
North Carolina
+$8.19M
4
Morgan Stanley
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
Massachusetts
-$4.51M
2
AWA
Adapt Wealth Advisors
Georgia
-$1.55M
3
QWP
Quotient Wealth Partners
Texas
-$1.35M
4
SF
Summit Financial
New Jersey
-$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
76
Beacon Financial Advisory
Ohio
$233K +$429 +17 +0.2%
Northern Trust
77
Northern Trust
Illinois
$224K – – –
WFAG
78
Worth Financial Advisory Group
North Carolina
$204K +$205K +8,107 New
PTC
79
Private Trust Company
Ohio
$201K -$32.6K -1,290 -14%
Wells Fargo
80
Wells Fargo
California
$109K +$109K +4,319 New
UCB
81
United Community Bank
South Carolina
$93.8K – – –
CH
82
CDKV Holdings
Colorado
$81.9K +$82.1K +3,250 New
EWM
83
Evolution Wealth Management
Florida
$75K +$75.2K +2,976 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$53.4K +$5.71K +226 +12%
SPIA
85
Steward Partners Investment Advisory
New York
$37.8K – – –
IWC
86
Integrated Wealth Concepts
Massachusetts
– -$4.51M -178,153 Closed
Citadel Advisors
87
Citadel Advisors
Florida
– -$1.04M -41,233 Closed
EA
88
Enclave Advisors
Texas
– -$266K -10,495 Closed
Goldman Sachs
89
Goldman Sachs
New York
– -$243K -9,609 Closed
1 2 3
4

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.