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AB Tax-Aware Short Duration Municipal ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
+10
Holders Change %
+83.33%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
4
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$83.6M -$17.2K -683 -0%
LPL Financial
2
LPL Financial
California
$33.9M +$33.9M +1,348,071 New
Jane Street
3
Jane Street
New York
$15.2M +$15.2M +603,082 New
SFG
4
SevenBridge Financial Group
Pennsylvania
$5.57M +$672K +26,733 +14%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.95M +$4.95M +196,962 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$3.03M +$3.03M +120,140 New
PTP
7
Platform Technology Partners
New York
$1.77M
Osaic Holdings
8
Osaic Holdings
Arizona
$1.7M +$1.01M +40,056 +146%
CWG
9
Cornerstone Wealth Group
North Carolina
$1.24M -$56.4K -2,244 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.2M +$1.2M +47,754 New
JSW
11
Journey Strategic Wealth
New Jersey
$861K -$332K -13,208 -28%
FMTC
12
Farmers & Merchants Trust Company
California
$461K +$461K +18,339 New
KWM
13
Kingsview Wealth Management
Oregon
$440K +$25.2K +1,000 +6%
Truist Financial
14
Truist Financial
North Carolina
$440K
OMC
15
Old Mission Capital
Illinois
$338K +$338K +13,435 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$288K +$288K +11,467 New
LNC
17
Lincoln National Corp
Pennsylvania
$262K +$262K +10,432 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$224K -$26.3K -1,046 -11%
SB
19
Strategic Blueprint
Georgia
$201K +$201K +7,990 New
PTC
20
Private Trust Company
Ohio
$193K +$193K +7,688 New
UBS Group
21
UBS Group
Switzerland
$18.7K +$4.98K +198 +36%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$329 +$329 +13,086 New
Barclays
23
Barclays
United Kingdom
-$3.07M -122,809 Closed
FTUS
24
Flow Traders U.S.
New York
-$341K -13,645 Closed