AB Tax-Aware Short Duration Municipal ETF
TAFI
22 hedge funds and large institutions have $156M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
83% more funds holding
Funds holding: 12 → 22 (+10)
60% more capital invested
Capital invested by funds: $97.4M → $156M (+$58.8M)
36.42% more ownership
Funds ownership: 61.35% → 97.77% (+36%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$33.8M |
| 2 |
Jane Street
New York
|
+$15.1M |
| 3 |
JP Morgan Chase
New York
|
+$4.94M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.01M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$3.07M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$341K |
| 3 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$331K |
| 4 |
CWG
Cornerstone Wealth Group
Huntersville,
North Carolina
|
-$56.3K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.2K |
TAFI Hedge Fund Activity: Q1 2023 in Review
22 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q1 2023, worth a combined $156M — up 60% from $97.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new TAFI positions and 2 closed out — a net gain of 10 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $33.8M. The largest seller was Barclays, exiting entirely with an estimated $3.07M sold.
- 22 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $156M of AB Tax-Aware Short Duration Municipal ETF stock for Q1 2023, up 60% quarter-over-quarter.
- 12 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q1 2023 and 2 closed out, a net change of +10 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q1 2023 was LPL Financial, an estimated $33.8M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q1 2023 was Barclays, an estimated $3.07M sold.
Based on aggregated 13F filings for Q1 2023.