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AB Tax-Aware Short Duration Municipal ETF

44 hedge funds and large institutions have $483M invested in AB Tax-Aware Short Duration Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+12
Holders Change %
+37.5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
18
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$357M +$26.7M +1,071,135 +8%
LPL Financial
2
LPL Financial
California
$54.1M +$3.08M +123,393 +6%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.8M +$5.38M +215,314 +73%
SG
4
Strid Group
Pennsylvania
$6.53M +$4.97M +198,870 +318%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.99M -$202K -8,073 -3%
SFG
6
SevenBridge Financial Group
Pennsylvania
$5.91M -$40.2K -1,600 -0.7%
Jane Street
7
Jane Street
New York
$4.74M +$4.74M +190,026 New
AFP
8
Ausdal Financial Partners
Iowa
$3.48M +$3.48M +139,232 New
Morgan Stanley
9
Morgan Stanley
New York
$2.9M +$2.9M +116,075 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.87M -$25.2K -1,010 -0.9%
JSW
11
Journey Strategic Wealth
New Jersey
$2.8M +$539K +21,585 +24%
Northern Trust
12
Northern Trust
Illinois
$2.07M +$2.07M +82,838 New
MML Investors Services
13
MML Investors Services
Massachusetts
$1.95M -$116K -4,656 -6%
PTP
14
Platform Technology Partners
New York
$1.84M +$1.84M +73,759 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.63M +$1.08M +43,201 +195%
FF
16
Fluent Financial
Texas
$1.62M +$1.62M +64,887 New
CWG
17
Cornerstone Wealth Group
North Carolina
$1.48M -$59.6K -2,385 -4%
UBS Group
18
UBS Group
Switzerland
$1.37M +$1.37M +54,997 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.12M +$374K +14,972 +50%
Truist Financial
20
Truist Financial
North Carolina
$1.09M +$162K +6,481 +17%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$1.04M +$1.04M +41,647 New
OIA
22
OneDigital Investment Advisors
Kansas
$860K +$860K +34,450 New
FMTC
23
Farmers & Merchants Trust Company
California
$779K -$22.8K -912 -3%
HWM
24
HB Wealth Management
Georgia
$779K +$333K +13,334 +75%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$741K -$22.4K -896 -3%