AB Tax-Aware Long Municipal ETF
TAFL
10 hedge funds and large institutions have $28M invested in AB Tax-Aware Long Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and closing their positions.
11% more funds holding
Funds holding: 9 → 10 (+1)
16% less capital invested
Capital invested by funds: $33.3M → $28M (-$5.33M)
16.5% less ownership
Funds ownership: 110.42% → 93.92% (-16%)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$255K |
| 2 |
CICI
Capital Investment Counsel Inc
Raleigh,
North Carolina
|
+$201K |
| 3 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$30.1K |
| 4 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
+$6.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.48M |
| 2 |
Jane Street
New York
|
-$795K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$159K |
| 4 |
JP Morgan Chase
New York
|
-$30.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $24.2M | -$4.48M | -178,379 | -15% |
|
2
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $999K | – | – | – |
|
|
HWM
3
HB Wealth Management
Atlanta,
Georgia
| $628K | +$6.5K | +259 | +1% |
|
|
BPA
4
Beacon Pointe Advisors
Newport Beach,
California
| $627K | +$255K | +10,168 | +68% |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $544K | -$159K | -6,333 | -22% |
|
|
6
JP Morgan Chase
New York
| $405K | -$30.1K | -1,200 | -7% |
|
|
CICI
7
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $348K | +$201K | +8,000 | +133% |
|
|
8
Jane Street
New York
| $248K | -$795K | -31,684 | -76% |
|
|
CIAS
9
Capital Investment Advisory Services
Raleigh,
North Carolina
| $29.8K | +$30.1K | +1,200 | New |
|
10
UBS Group
Zurich,
Switzerland
| $50 | – | – | – |
|
TAFL Hedge Fund Activity: Q1 2025 in Review
10 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Long Municipal ETF (TAFL) for Q1 2025, worth a combined $28M — down 16% from $33.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new TAFL positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $255K. The largest seller was AllianceBernstein, cutting an estimated $4.48M.
- 10 institutional investors held AB Tax-Aware Long Municipal ETF (TAFL) as of Q1 2025, up from 9 in Q4 2024.
- Funds reported $28M of AB Tax-Aware Long Municipal ETF stock for Q1 2025, down 16% quarter-over-quarter.
- 1 fund opened new AB Tax-Aware Long Municipal ETF positions in Q1 2025 and 0 closed out, a net change of +1 holder.
- The largest AB Tax-Aware Long Municipal ETF buyer in Q1 2025 was Beacon Pointe Advisors, an estimated $255K added.
- The largest AB Tax-Aware Long Municipal ETF seller in Q1 2025 was AllianceBernstein, an estimated $4.48M sold.
Based on aggregated 13F filings for Q1 2025.