We are live on ! Find out more
TAFL icon

AB Tax-Aware Long Municipal ETF
TAFL

14 hedge funds and large institutions have $27.8M invested in AB Tax-Aware Long Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

40% more funds holding

Funds holding: 10 → 14 (+4)

1% less capital invested

Capital invested by funds: $28M → $27.8M (-$198K)

6.54% less ownership

Funds ownership: 93.92% → 87.38% (-6.5%)

Holders
14
Holders Change
+4
Holders Change %
+40%
% of All Funds
0.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ML
McAdam LLC
Pennsylvania
+$2.52M
2
ARG
Advisory Resource Group
Oklahoma
+$1.78M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$939K
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$324K
5
CICI
Capital Investment Counsel Inc
North Carolina
+$268K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$5.73M
2
BPA
Beacon Pointe Advisors
California
-$324K
3
JP Morgan Chase
JP Morgan Chase
New York
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$18.1M -$5.73M -235,418 -24%
ML
2
McAdam LLC
Pennsylvania
$2.53M +$2.52M +103,368 New
ARG
3
Advisory Resource Group
Oklahoma
$1.79M +$1.78M +73,059 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.48M +$939K +38,561 +176%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$324K +13,320 +33%
HWM
6
HB Wealth Management
Georgia
$626K +$6.45K +265 +1%
CICI
7
Capital Investment Counsel Inc
North Carolina
$613K +$268K +11,000 +79%
JP Morgan Chase
8
JP Morgan Chase
New York
$374K -$25.6K -1,050 -6%
BPA
9
Beacon Pointe Advisors
California
$291K -$324K -13,330 -53%
Jane Street
10
Jane Street
New York
$259K +$13.8K +565 +6%
FI
11
Financial Insights
Washington
$247K +$245K +10,074 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$207K +$206K +8,445 New
CIAS
13
Capital Investment Advisory Services
North Carolina
$29.4K – – –
UBS Group
14
UBS Group
Switzerland
$2.23K +$2.17K +89 +4,450%

TAFL Hedge Fund Activity: Q2 2025 in Review

14 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Long Municipal ETF (TAFL) for Q2 2025, worth a combined $27.8M — down 0.71% from $28M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TAFL positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was McAdam LLC, opening a new position worth an estimated $2.52M. The largest seller was AllianceBernstein, cutting an estimated $5.73M.

  • 14 institutional investors held AB Tax-Aware Long Municipal ETF (TAFL) as of Q2 2025, up from 10 in Q1 2025.
  • Funds reported $27.8M of AB Tax-Aware Long Municipal ETF stock for Q2 2025, down 0.71% quarter-over-quarter.
  • 4 funds opened new AB Tax-Aware Long Municipal ETF positions in Q2 2025 and 0 closed out, a net change of +4 holders.
  • The largest AB Tax-Aware Long Municipal ETF buyer in Q2 2025 was McAdam LLC, an estimated $2.52M added.
  • The largest AB Tax-Aware Long Municipal ETF seller in Q2 2025 was AllianceBernstein, an estimated $5.73M sold.

Based on aggregated 13F filings for Q2 2025.