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AB Tax-Aware Short Duration Municipal ETF
TAFI

Overview Fund Activity

23 hedge funds and large institutions have $183M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
11
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$17.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.77M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.26M
4
LNC
Lincoln National Corp
Pennsylvania
+$1.77M
5
JSW
Journey Strategic Wealth
New Jersey
+$491K

Top Sellers

1
Jane Street
Jane Street
New York
-$13.8M
2
LPL Financial
LPL Financial
California
-$6.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.13M
4
FTUS
Flow Traders U.S.
New York
-$1.17M
5
RWP
RWA Wealth Partners
Massachusetts
-$589K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$110M +$17.5M +713,096 +19%
LPL Financial
2
LPL Financial
California
$27.9M -$6.4M -260,111 -19%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.37M +$3.26M +132,535 +53%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.88M -$209K -8,477 -3%
SFG
5
SevenBridge Financial Group
Pennsylvania
$6.01M +$176K +7,140 +3%
Jane Street
6
Jane Street
New York
$5.28M -$13.8M -562,793 -72%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.77M +$3.77M +153,259 New
LNC
8
Lincoln National Corp
Pennsylvania
$2.03M +$1.77M +72,142 +692%
PTP
9
Platform Technology Partners
New York
$1.74M – – –
PAG
10
Private Advisor Group
New Jersey
$1.38M -$285K -11,605 -17%
JSW
11
Journey Strategic Wealth
New Jersey
$1.36M +$491K +19,967 +57%
CWG
12
Cornerstone Wealth Group
North Carolina
$1.12M -$65.1K -2,647 -6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$772K -$138K -5,620 -15%
Truist Financial
14
Truist Financial
North Carolina
$751K +$324K +13,160 +76%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$603K +$395K +16,046 +190%
KWM
16
Kingsview Wealth Management
Oregon
$601K +$72.6K +2,950 +14%
AFP
17
Ausdal Financial Partners
Iowa
$533K -$17.3K -705 -3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$494K +$812 +33 +0.2%
FMTC
19
Farmers & Merchants Trust Company
California
$404K -$278K -11,301 -41%
RA
20
RFG Advisory
Alabama
$248K +$248K +10,082 New
EWA
21
Encompass Wealth Advisors
Oregon
$239K +$24.6K +1,000 +11%
PTC
22
Private Trust Company
Ohio
$235K +$13K +529 +6%
NEWAS
23
N.E.W. Advisory Services
Wisconsin
$229K +$229K +9,295 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
– -$2.13M -84,739 Closed
FTUS
25
Flow Traders U.S.
New York
– -$1.17M -47,006 Closed
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