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AB Tax-Aware Intermediate Municipal ETF
TAFM

46 hedge funds and large institutions have $478M invested in AB Tax-Aware Intermediate Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $418M → $478M (+$60.4M)

12% more funds holding

Funds holding: 41 → 46 (+5)

1.72% less ownership

Funds ownership: 95.53% → 93.8% (-1.7%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
24
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.8M
2
SPIA
Steward Partners Investment Advisory
New York
+$17.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.23M
4
CAM
Cresset Asset Management
Illinois
+$3.36M
5
Raymond James Financial
Raymond James Financial
Florida
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
AP
Americana Partners
Texas
-$4.84M
2
Goldman Sachs
Goldman Sachs
New York
-$2.89M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.79M
4
EC
Elequin Capital
New York
-$2.24M
5
LFG
Leverty Financial Group
Wisconsin
-$923K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.07M +$1.08M +42,328 New
BPFA
27
Barnes Pettey Financial Advisors
Mississippi
$945K +$149K +5,807 +18%
FAT
28
First American Trust
California
$927K +$937K +36,641 New
CICI
29
Capital Investment Counsel Inc
North Carolina
$897K – – –
ASN
30
Advisory Services Network
Georgia
$891K – – –
NA
31
NewEdge Advisors
Louisiana
$839K -$566K -22,130 -40%
SWP
32
Sagespring Wealth Partners
Tennessee
$809K +$557K +21,759 +213%
GVAG
33
Great Valley Advisor Group
Delaware
$593K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$588K +$9.64K +377 +2%
OMC
35
Old Mission Capital
Illinois
$498K +$110K +4,293 +28%
PWM
36
PMG Wealth Management
Illinois
$468K +$475K +18,550 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$409K +$414K +16,173 New
CSP
38
Cary Street Partners
Virginia
$301K -$100K -3,912 -25%
SA
39
Sanctuary Advisors
Indiana
$258K +$3.27K +128 +1%
Creative Planning
40
Creative Planning
Kansas
$249K +$252K +9,835 New
HA
41
Huntleigh Advisors
Missouri
$245K +$12.8K +500 +5%
BAM
42
BOS Asset Management
Illinois
$205K +$207K +8,085 New
TRCT
43
Tower Research Capital (TRC)
New York
$164K +$121K +4,742 +272%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$89.3K +$90.3K +3,530 New
PTC
45
Private Trust Company
Ohio
$78.3K +$79.2K +3,094 New
HI
46
Harbour Investments
Wisconsin
$39.7K +$40.2K +1,571 New
AP
47
Americana Partners
Texas
– -$4.84M -190,402 Closed
Goldman Sachs
48
Goldman Sachs
New York
– -$2.89M -113,719 Closed
EC
49
Elequin Capital
New York
– -$2.24M -88,061 Closed
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
– -$200K -7,855 Closed
1
2
3

TAFM Hedge Fund Activity: Q1 2026 in Review

46 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Intermediate Municipal ETF (TAFM) for Q1 2026, worth a combined $478M — up 14% from $418M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TAFM positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.8M. The largest seller was Americana Partners, exiting entirely with an estimated $4.84M sold.

  • 46 institutional investors held AB Tax-Aware Intermediate Municipal ETF (TAFM) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $478M of AB Tax-Aware Intermediate Municipal ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 11 funds opened new AB Tax-Aware Intermediate Municipal ETF positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest AB Tax-Aware Intermediate Municipal ETF buyer in Q1 2026 was AllianceBernstein, an estimated $35.8M added.
  • The largest AB Tax-Aware Intermediate Municipal ETF seller in Q1 2026 was Americana Partners, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2026.