AB Tax-Aware Intermediate Municipal ETF
TAFM
12 hedge funds and large institutions have $113M invested in AB Tax-Aware Intermediate Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
208.14% more ownership
Funds ownership: 163.09% → 371.23% (+208%)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
140% more funds holding
Funds holding: 5 → 12 (+7)
123% more capital invested
Capital invested by funds: $50.6M → $113M (+$62M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$40.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$11.4M |
| 3 |
LA
LVW Advisors
Pittsford,
New York
|
+$10.2M |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$852K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$356K |
| 2 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
-$320K |
TAFM Hedge Fund Activity: Q4 2024 in Review
12 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Intermediate Municipal ETF (TAFM) for Q4 2024, worth a combined $113M — up 123% from $50.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TAFM positions and 1 closed out — a net gain of 7 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $40.3M. The largest seller was Sanctuary Advisors, cutting an estimated $356K.
- 12 institutional investors held AB Tax-Aware Intermediate Municipal ETF (TAFM) as of Q4 2024, up from 5 in Q3 2024.
- Funds reported $113M of AB Tax-Aware Intermediate Municipal ETF stock for Q4 2024, up 123% quarter-over-quarter.
- 8 funds opened new AB Tax-Aware Intermediate Municipal ETF positions in Q4 2024 and 1 closed out, a net change of +7 holders.
- The largest AB Tax-Aware Intermediate Municipal ETF buyer in Q4 2024 was AllianceBernstein, an estimated $40.3M added.
- The largest AB Tax-Aware Intermediate Municipal ETF seller in Q4 2024 was Sanctuary Advisors, an estimated $356K sold.
Based on aggregated 13F filings for Q4 2024.