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AB Tax-Aware Short Duration Municipal ETF

65 hedge funds and large institutions have $737M invested in AB Tax-Aware Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

20% more funds holding

Funds holding: 5465 (+11)

12% more capital invested

Capital invested by funds: $657M → $737M (+$80M)

1.43% more ownership

Funds ownership: 92.01%93.43% (+1.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
65
Holders Change
+11
Holders Change %
+20.37%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
34
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$486M +$29.4M +1,176,807 +6%
LPL Financial
2
LPL Financial
California
$74.7M +$2.37M +94,852 +3%
JP Morgan Chase
3
JP Morgan Chase
New York
$17.5M +$6.23M +249,468 +56%
Morgan Stanley
4
Morgan Stanley
New York
$13.3M +$2.85M +114,281 +28%
Bank of America
5
Bank of America
North Carolina
$12.1M +$6.42M +257,287 +114%
Osaic Holdings
6
Osaic Holdings
Arizona
$11.9M +$3.21M +128,759 +37%
SA
7
Sanctuary Advisors
Indiana
$11.8M +$686K +27,482 +6%
AI
8
Atria Investments
North Carolina
$10.6M +$1.12M +44,718 +12%
UBS Group
9
UBS Group
Switzerland
$9.05M +$374K +15,001 +4%
SWP
10
Sagespring Wealth Partners
Tennessee
$8.69M +$8.36M +335,065 +2,989%
SG
11
Strid Group
Pennsylvania
$8.52M -$110K -4,415 -1%
SFG
12
SevenBridge Financial Group
Pennsylvania
$7.06M +$1.49M +59,620 +27%
ACA
13
Aptus Capital Advisors
Alabama
$6.99M +$504K +20,200 +8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.68M +$2.31M +92,637 +69%
QWP
15
Quotient Wealth Partners
Texas
$4.49M +$2.94M +117,756 +193%
Truist Financial
16
Truist Financial
North Carolina
$3.7M +$2.02M +81,059 +123%
AFP
17
Ausdal Financial Partners
Iowa
$3.67M -$118K -4,724 -3%
JSW
18
Journey Strategic Wealth
New Jersey
$3.6M +$1.3M +52,177 +57%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$2.15M +$558K +22,340 +35%
SAF
20
Smith Anglin Financial
Texas
$2.06M +$17.1K +683 +0.8%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.05M +$110K +4,417 +6%
PTP
22
Platform Technology Partners
New York
$1.85M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.74M -$219K -8,773 -11%
FF
24
Fluent Financial
Texas
$1.71M +$690K +27,629 +68%
CWG
25
Cornerstone Wealth Group
North Carolina
$1.51M +$21.7K +869 +1%

TAFI Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q2 2025, worth a combined $737M — up 12% from $657M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TAFI positions and 2 closed out — a net gain of 11 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $29.4M. The largest seller was Jane Street, cutting an estimated $884K.

  • 65 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q2 2025, up from 54 in Q1 2025.
  • Funds reported $737M of AB Tax-Aware Short Duration Municipal ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 13 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q2 2025 and 2 closed out, a net change of +11 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q2 2025 was AllianceBernstein, an estimated $29.4M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q2 2025 was Jane Street, an estimated $884K sold.

Based on aggregated 13F filings for Q2 2025.