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AB Tax-Aware Short Duration Municipal ETF

46 hedge funds and large institutions have $527M invested in AB Tax-Aware Short Duration Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$379M +$17.4M +686,233 +5%
LPL Financial
2
LPL Financial
California
$52.4M -$2.48M -97,768 -5%
Morgan Stanley
3
Morgan Stanley
New York
$25.6M +$22.6M +893,382 +770%
UBS Group
4
UBS Group
Switzerland
$9.16M +$7.76M +306,608 +557%
SG
5
Strid Group
Pennsylvania
$8.04M +$1.42M +56,168 +21%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.18M +$1.11M +43,806 +18%
SFG
7
SevenBridge Financial Group
Pennsylvania
$6.11M +$207K +8,241 +4%
AFP
8
Ausdal Financial Partners
Iowa
$3.47M -$57.7K -2,278 -2%
JSW
9
Journey Strategic Wealth
New Jersey
$3.21M +$371K +14,664 +13%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.31M -$593K -23,434 -20%
SA
11
Sanctuary Advisors
Indiana
$2.18M +$1.76M +70,053 +423%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.08M +$951K +37,577 +84%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$2.03M -$10.9M -431,294 -84%
SAF
14
Smith Anglin Financial
Texas
$2.03M +$2.03M +80,000 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$2M +$348K +13,733 +21%
PTP
16
Platform Technology Partners
New York
$1.87M
MML Investors Services
17
MML Investors Services
Massachusetts
$1.85M -$130K -5,140 -7%
FF
18
Fluent Financial
Texas
$1.58M -$62K -2,450 -4%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$1.51M +$455K +17,952 +43%
CWG
20
Cornerstone Wealth Group
North Carolina
$1.29M -$211K -8,326 -14%
Truist Financial
21
Truist Financial
North Carolina
$1.11M +$1.98K +78 +0.2%
Northern Trust
22
Northern Trust
Illinois
$997K -$1.1M -43,470 -52%
OIA
23
OneDigital Investment Advisors
Kansas
$898K +$25.3K +1,000 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$816K +$64.3K +2,539 +9%
FMTC
25
Farmers & Merchants Trust Company
California
$797K +$7.24K +286 +0.9%