AB Tax-Aware Long Municipal ETF
TAFL
5 hedge funds and large institutions have $27.8M invested in AB Tax-Aware Long Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
25% more funds holding
Funds holding: 4 → 5 (+1)
1% more capital invested
Capital invested by funds: $27.4M → $27.8M (+$358K)
5.09% less ownership
Funds ownership: 98.57% → 93.48% (-5.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$703K |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$85.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$51 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$486K |
| 2 |
Jane Street
New York
|
-$439K |
| 3 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$93.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $25.7M | +$85.5K | +3,337 | +0.3% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $709K | +$703K | +27,439 | New |
|
|
3
JP Morgan Chase
New York
| $709K | -$486K | -18,965 | -41% |
|
|
HWM
4
HB Wealth Management
Atlanta,
Georgia
| $640K | -$93.9K | -3,665 | -13% |
|
|
5
UBS Group
Zurich,
Switzerland
| $52 | +$51 | +2 | New |
|
|
6
Jane Street
New York
| – | -$439K | -17,365 | Closed |
|
TAFL Hedge Fund Activity: Q3 2024 in Review
5 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Long Municipal ETF (TAFL) for Q3 2024, worth a combined $27.8M — up 1.3% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new TAFL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $703K. The largest seller was JP Morgan Chase, cutting an estimated $486K.
- 5 institutional investors held AB Tax-Aware Long Municipal ETF (TAFL) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $27.8M of AB Tax-Aware Long Municipal ETF stock for Q3 2024, up 1.3% quarter-over-quarter.
- 2 funds opened new AB Tax-Aware Long Municipal ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest AB Tax-Aware Long Municipal ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $703K added.
- The largest AB Tax-Aware Long Municipal ETF seller in Q3 2024 was JP Morgan Chase, an estimated $486K sold.
Based on aggregated 13F filings for Q3 2024.