AB Tax-Aware Long Municipal ETF
TAFL
9 hedge funds and large institutions have $33.3M invested in AB Tax-Aware Long Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
80% more funds holding
Funds holding: 5 → 9 (+4)
20% more capital invested
Capital invested by funds: $27.8M → $33.3M (+$5.57M)
16.94% more ownership
Funds ownership: 93.48% → 110.42% (+17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$3.97M |
| 2 |
Jane Street
New York
|
+$1.06M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.02M |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$383K |
| 5 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$153K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $29M | +$3.97M | +155,992 | +16% |
|
|
2
Jane Street
New York
| $1.05M | +$1.06M | +41,672 | New |
|
|
3
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $1.01M | +$1.02M | +40,175 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $710K | +$20.1K | +788 | +3% |
|
|
HWM
5
HB Wealth Management
Atlanta,
Georgia
| $629K | +$6.29K | +247 | +1% |
|
|
6
JP Morgan Chase
New York
| $441K | -$253K | -9,918 | -36% |
|
|
BPA
7
Beacon Pointe Advisors
Newport Beach,
California
| $379K | +$383K | +15,050 | New |
|
|
CICI
8
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $151K | +$153K | +6,000 | New |
|
9
UBS Group
Zurich,
Switzerland
| $50 | – | – | – |
|
TAFL Hedge Fund Activity: Q4 2024 in Review
9 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Long Municipal ETF (TAFL) for Q4 2024, worth a combined $33.3M — up 20% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TAFL positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $3.97M. The largest seller was JP Morgan Chase, cutting an estimated $253K.
- 9 institutional investors held AB Tax-Aware Long Municipal ETF (TAFL) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $33.3M of AB Tax-Aware Long Municipal ETF stock for Q4 2024, up 20% quarter-over-quarter.
- 4 funds opened new AB Tax-Aware Long Municipal ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
- The largest AB Tax-Aware Long Municipal ETF buyer in Q4 2024 was AllianceBernstein, an estimated $3.97M added.
- The largest AB Tax-Aware Long Municipal ETF seller in Q4 2024 was JP Morgan Chase, an estimated $253K sold.
Based on aggregated 13F filings for Q4 2024.