AB Tax-Aware Short Duration Municipal ETF
TAFI
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.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
9% more capital invested
Capital invested by funds: $483M → $527M (+$44.1M)
5% more funds holding
Funds holding: 44 → 46 (+2)
1.48% more ownership
Funds ownership: 88.17% → 89.65% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.5M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$17.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.71M |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$2.01M |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$10.8M |
| 2 |
Jane Street
New York
|
-$4.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.46M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$1.09M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$589K |
TAFI Hedge Fund Activity: Q3 2024 in Review
46 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q3 2024, worth a combined $527M — up 9.1% from $483M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TAFI positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.5M. The largest seller was JP Morgan Chase, cutting an estimated $10.8M.
- 46 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q3 2024, up from 44 in Q2 2024.
- Funds reported $527M of AB Tax-Aware Short Duration Municipal ETF stock for Q3 2024, up 9.1% quarter-over-quarter.
- 6 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q3 2024 and 4 closed out, a net change of +2 holders.
- The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q3 2024 was Morgan Stanley, an estimated $22.5M added.
- The largest AB Tax-Aware Short Duration Municipal ETF seller in Q3 2024 was JP Morgan Chase, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2024.