AB Tax-Aware Short Duration Municipal ETF
TAFI
12 hedge funds and large institutions have $97.4M invested in AB Tax-Aware Short Duration Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
292% more capital invested
Capital invested by funds: $24.8M → $97.4M (+$72.5M)
200% more funds holding
Funds holding: 4 → 12 (+8)
2.52% more ownership
Funds ownership: 96.11% → 98.62% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$58.3M |
| 2 |
SFG
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
+$4.83M |
| 3 |
Barclays
London,
United Kingdom
|
+$3.05M |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
+$1.28M |
| 5 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$230K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $83M | +$58.3M | +2,351,274 | +242% |
|
|
SFG
2
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $4.86M | +$4.83M | +194,629 | New |
|
|
3
Barclays
London,
United Kingdom
| $3.07M | +$3.05M | +122,809 | New |
|
|
PTP
4
Platform Technology Partners
New York
| $1.76M | +$1.11M | +44,667 | +174% |
|
|
CWG
5
Cornerstone Wealth Group
Huntersville,
North Carolina
| $1.29M | +$1.28M | +51,484 | New |
|
|
JSW
6
Journey Strategic Wealth
Summit,
New Jersey
| $1.19M | +$1.18M | +47,455 | New |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $687K | +$630K | +25,409 | +1,218% |
|
8
Truist Financial
Charlotte,
North Carolina
| $437K | +$433K | +17,476 | New |
|
|
KWM
9
Kingsview Wealth Management
Grants Pass,
Oregon
| $412K | +$409K | +16,500 | New |
|
|
FTUS
10
Flow Traders U.S.
New York
| $341K | +$338K | +13,645 | New |
|
11
Envestnet Asset Management
Chicago,
Illinois
| $249K | +$247K | +9,960 | New |
|
12
UBS Group
Zurich,
Switzerland
| $13.7K | +$13.6K | +547 | New |
|
|
13
Jane Street
New York
| – | -$230K | -9,343 | Closed |
|
TAFI Hedge Fund Activity: Q4 2022 in Review
12 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q4 2022, worth a combined $97.4M — up 292% from $24.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TAFI positions and 1 closed out — a net gain of 8 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $58.3M. The largest seller was Jane Street, exiting entirely with an estimated $230K sold.
- 12 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q4 2022, up from 4 in Q3 2022.
- Funds reported $97.4M of AB Tax-Aware Short Duration Municipal ETF stock for Q4 2022, up 292% quarter-over-quarter.
- 9 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q4 2022 and 1 closed out, a net change of +8 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q4 2022 was AllianceBernstein, an estimated $58.3M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q4 2022 was Jane Street, an estimated $230K sold.
Based on aggregated 13F filings for Q4 2022.