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AB Tax-Aware Short Duration Municipal ETF

23 hedge funds and large institutions have $182M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$93.8M +$10.9M +435,934 +13%
LPL Financial
2
LPL Financial
California
$34.8M +$1.13M +45,139 +3%
Jane Street
3
Jane Street
New York
$19.4M +$4.36M +174,541 +29%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.21M +$6.52M +261,400 +387%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$6.2M +$1.28M +51,244 +26%
SFG
6
SevenBridge Financial Group
Pennsylvania
$5.92M +$393K +15,751 +7%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$2.13M -$889K -35,401 -29%
PTP
8
Platform Technology Partners
New York
$1.76M +$10K +402 +0.6%
PAG
9
Private Advisor Group
New Jersey
$1.69M +$1.69M +67,605 New
CWG
10
Cornerstone Wealth Group
North Carolina
$1.2M -$28.9K -1,159 -2%
FTUS
11
Flow Traders U.S.
New York
$1.17M +$1.17M +47,006 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$924K -$268K -10,734 -22%
JSW
13
Journey Strategic Wealth
New Jersey
$878K +$23.7K +948 +3%
FMTC
14
Farmers & Merchants Trust Company
California
$692K +$235K +9,404 +51%
RWP
15
RWA Wealth Partners
Massachusetts
$589K +$589K +23,600 New
AFP
16
Ausdal Financial Partners
Iowa
$558K +$558K +22,370 New
KWM
17
Kingsview Wealth Management
Oregon
$537K +$99.8K +4,000 +23%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$500K +$174K +6,957 +53%
Truist Financial
19
Truist Financial
North Carolina
$433K -$2.85K -114 -0.7%
LNC
20
Lincoln National Corp
Pennsylvania
$260K
PTC
21
Private Trust Company
Ohio
$225K +$33.1K +1,327 +17%
EWA
22
Encompass Wealth Advisors
Oregon
$217K +$217K +8,700 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$211K -$11.3K -451 -5%
OMC
24
Old Mission Capital
Illinois
-$338K -13,435 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$288K -11,467 Closed