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AB Tax-Aware Short Duration Municipal ETF

97 hedge funds and large institutions have $1.01B invested in AB Tax-Aware Short Duration Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

96% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 24

14% more funds holding

Funds holding: 8597 (+12)

7% more capital invested

Capital invested by funds: $940M → $1.01B (+$67.3M)

1.89% less ownership

Funds ownership: 88.95%87.06% (-1.9%)

Holders
97
Holders Change
+12
Holders Change %
+14.12%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$571M +$20.3M +802,988 +4%
LPL Financial
2
LPL Financial
California
$96M +$4.72M +186,424 +5%
Morgan Stanley
3
Morgan Stanley
New York
$68.5M -$2.47M -97,545 -3%
Bank of America
4
Bank of America
North Carolina
$27.2M +$2.92M +115,462 +12%
SA
5
Sanctuary Advisors
Indiana
$15.3M +$229K +9,053 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.2M +$9.61M +379,447 +171%
Osaic Holdings
7
Osaic Holdings
Arizona
$13.8M -$1.29M -50,837 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.6M +$8.21M +324,058 +184%
UBS Group
9
UBS Group
Switzerland
$10M -$323K -12,750 -3%
SWP
10
Sagespring Wealth Partners
Tennessee
$9.84M +$1.2M +47,390 +14%
SG
11
Strid Group
Pennsylvania
$9.78M +$1.34M +52,862 +16%
JP Morgan Chase
12
JP Morgan Chase
New York
$7.99M -$14.4M -570,226 -64%
EPW
13
Evolve Private Wealth
California
$7.96M +$8.01M +316,192 New
ACA
14
Aptus Capital Advisors
Alabama
$7.1M -$214K -8,455 -3%
SFG
15
SevenBridge Financial Group
Pennsylvania
$7.01M -$322K -12,700 -4%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.78M +$6.56M +258,953 +2,491%
QWP
17
Quotient Wealth Partners
Texas
$5.95M +$2.92M +115,346 +95%
Raymond James Financial
18
Raymond James Financial
Florida
$5.54M +$1.27M +50,267 +30%
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.39M +$5.42M +214,067 New
Jane Street
20
Jane Street
New York
$5.24M +$1.98M +78,372 +60%
AWA
21
Adapt Wealth Advisors
Georgia
$5.2M +$2.82M +111,195 +117%
IWM
22
IHT Wealth Management
Illinois
$4.88M +$4.09M +161,672 +504%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$4.56M +$3.97M +156,940 +646%
JSW
24
Journey Strategic Wealth
New Jersey
$4.27M +$51.3K +2,026 +1%
AFP
25
Ausdal Financial Partners
Iowa
$4.19M +$330K +13,023 +8%

TAFI Hedge Fund Activity: Q1 2026 in Review

97 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Short Duration Municipal ETF (TAFI) for Q1 2026, worth a combined $1.01B — up 7.2% from $940M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TAFI positions and 5 closed out — a net gain of 13 holders — while 47 added to existing stakes and 24 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $20.3M. The largest seller was JP Morgan Chase, cutting an estimated $14.4M.

  • 97 institutional investors held AB Tax-Aware Short Duration Municipal ETF (TAFI) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $1.01B of AB Tax-Aware Short Duration Municipal ETF stock for Q1 2026, up 7.2% quarter-over-quarter.
  • 18 funds opened new AB Tax-Aware Short Duration Municipal ETF positions in Q1 2026 and 5 closed out, a net change of +13 holders.
  • The largest AB Tax-Aware Short Duration Municipal ETF buyer in Q1 2026 was AllianceBernstein, an estimated $20.3M added.
  • The largest AB Tax-Aware Short Duration Municipal ETF seller in Q1 2026 was JP Morgan Chase, an estimated $14.4M sold.

Based on aggregated 13F filings for Q1 2026.