TAFI icon

AB Tax-Aware Short Duration Municipal ETF

53 hedge funds and large institutions have $646M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+1
Holders Change %
+1.92%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
27
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$456M +$40M +1,595,249 +10%
LPL Financial
2
LPL Financial
California
$72.3M +$12.8M +510,055 +22%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.2M -$1.33M -53,060 -11%
Morgan Stanley
4
Morgan Stanley
New York
$10.4M +$2.81M +112,039 +37%
AI
5
Atria Investments
North Carolina
$9.48M +$5.4M +215,108 +132%
UBS Group
6
UBS Group
Switzerland
$8.66M -$357K -14,211 -4%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.62M +$55.9K +2,226 +0.7%
SG
8
Strid Group
Pennsylvania
$8.62M +$585K +23,299 +7%
ACA
9
Aptus Capital Advisors
Alabama
$6.48M +$3.2M +127,627 +98%
Bank of America
10
Bank of America
North Carolina
$5.66M +$5.66M +225,450 New
SFG
11
SevenBridge Financial Group
Pennsylvania
$5.5M -$1.15M -46,226 -17%
AFP
12
Ausdal Financial Partners
Iowa
$3.78M +$149K +5,958 +4%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.35M +$987K +39,327 +42%
JSW
14
Journey Strategic Wealth
New Jersey
$2.29M -$1.72M -68,613 -43%
SAF
15
Smith Anglin Financial
Texas
$2.04M +$18.3K +729 +0.9%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.96M -$7.38K -294 -0.4%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.94M +$47.6K +1,897 +3%
Jane Street
18
Jane Street
New York
$1.9M -$5.77M -229,799 -75%
PTP
19
Platform Technology Partners
New York
$1.85M +$25 +1 +0%
Truist Financial
20
Truist Financial
North Carolina
$1.66M +$508K +20,249 +44%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$1.59M -$705K -28,080 -31%
QWP
22
Quotient Wealth Partners
Texas
$1.53M +$1.53M +60,893 New
CWG
23
Cornerstone Wealth Group
North Carolina
$1.49M +$214K +8,516 +17%
BPA
24
Beacon Pointe Advisors
California
$1.09M +$757K +30,161 +229%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.03M -$109K -4,343 -10%