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AB Tax-Aware Intermediate Municipal ETF

5 hedge funds and large institutions have $50.6M invested in AB Tax-Aware Intermediate Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

76% more capital invested

Capital invested by funds: $28.7M → $50.6M (+$21.9M)

0.91% more ownership

Funds ownership: 94.55%95.46% (+0.91%)

0% more funds holding

Funds holding: 55 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$46.9M +$21.1M +822,432 +83%
AP
2
Americana Partners
Texas
$2.5M -$174K -6,805 -7%
SA
3
Sanctuary Advisors
Indiana
$827K +$829K +32,364 New
BFWM
4
Bright Futures Wealth Management
New York
$320K +$6.3K +246 +2%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.3K
Jane Street
6
Jane Street
New York
-$653K -25,863 Closed

TAFM Hedge Fund Activity: Q3 2024 in Review

5 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Intermediate Municipal ETF (TAFM) for Q3 2024, worth a combined $50.6M — up 76% from $28.7M a quarter earlier.

Fund positioning in TAFM was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $21.1M. The largest seller was Jane Street, exiting entirely with an estimated $653K sold.

  • 5 institutional investors held AB Tax-Aware Intermediate Municipal ETF (TAFM) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $50.6M of AB Tax-Aware Intermediate Municipal ETF stock for Q3 2024, up 76% quarter-over-quarter.
  • 1 fund opened new AB Tax-Aware Intermediate Municipal ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
  • The largest AB Tax-Aware Intermediate Municipal ETF buyer in Q3 2024 was AllianceBernstein, an estimated $21.1M added.
  • The largest AB Tax-Aware Intermediate Municipal ETF seller in Q3 2024 was Jane Street, an estimated $653K sold.

Based on aggregated 13F filings for Q3 2024.