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AB Tax-Aware Short Duration Municipal ETF

31 hedge funds and large institutions have $319M invested in AB Tax-Aware Short Duration Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+8
Holders Change %
+34.78%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$226M +$114M +4,512,454 +101%
LPL Financial
2
LPL Financial
California
$45.1M +$16.6M +659,370 +58%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$8.07M -$1.51M -59,969 -16%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.2M -$1.86M -74,042 -23%
SFG
5
SevenBridge Financial Group
Pennsylvania
$6.2M +$47.7K +1,895 +0.8%
LNC
6
Lincoln National Corp
Pennsylvania
$4.04M +$1.96M +77,918 +94%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$3.53M -$332K -13,210 -9%
Mariner
8
Mariner
Kansas
$2.29M +$2.29M +90,943 New
JSW
9
Journey Strategic Wealth
New Jersey
$2.06M +$668K +26,557 +48%
PTP
10
Platform Technology Partners
New York
$1.89M +$110K +4,393 +6%
Jane Street
11
Jane Street
New York
$1.79M -$3.62M -143,642 -67%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$1.77M +$1.77M +71,188 New
CWG
13
Cornerstone Wealth Group
North Carolina
$1.5M +$355K +14,087 +31%
PAG
14
Private Advisor Group
New Jersey
$1.06M -$352K -14,000 -25%
WP
15
WealthSource Partners
California
$1.02M +$1.02M +40,425 New
Truist Financial
16
Truist Financial
North Carolina
$955K +$187K +7,418 +24%
KWM
17
Kingsview Wealth Management
Oregon
$747K +$132K +5,225 +21%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$735K -$55.4K -2,200 -7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$722K +$105K +4,167 +17%
FMTC
20
Farmers & Merchants Trust Company
California
$571K +$157K +6,250 +38%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$512K +$6.42K +255 +1%
BW
22
Bison Wealth
Georgia
$409K +$409K +16,230 New
RA
23
RFG Advisory
Alabama
$408K +$154K +6,112 +61%
Lido Advisors
24
Lido Advisors
California
$333K +$333K +13,200 New
KAS
25
Kestra Advisory Services
Texas
$271K +$271K +10,762 New