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
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)
10.6% more ownership
Funds ownership: 95.46% → 106.06% (+11%)
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 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $85.7M | +$40.3M | +1,576,902 | +87% |
|
|
2
HighTower Advisors
Chicago,
Illinois
| $11.3M | +$11.4M | +446,985 | New |
|
|
LA
3
LVW Advisors
Pittsford,
New York
| $10.1M | +$10.2M | +401,177 | New |
|
|
AP
4
Americana Partners
Houston,
Texas
| $2.59M | +$142K | +5,551 | +6% |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $844K | +$852K | +33,376 | New |
|
|
SA
6
Sanctuary Advisors
Indianapolis,
Indiana
| $467K | -$356K | -13,960 | -43% |
|
|
AI
7
Atria Investments
Charlotte,
North Carolina
| $449K | +$454K | +17,771 | New |
|
|
SOS
8
Silver Oak Securities
Jackson,
Tennessee
| $317K | +$320K | +12,549 | New |
|
|
CICI
9
Capital Investment Counsel Inc
Raleigh,
North Carolina
| $264K | +$267K | +10,464 | New |
|
10
Jane Street
New York
| $254K | +$256K | +10,036 | New |
|
11
Envestnet Asset Management
Chicago,
Illinois
| $234K | +$236K | +9,241 | New |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $14.1K | +$4.03K | +158 | +40% |
|
|
BFWM
13
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$320K | -12,549 | Closed |
|
TAFM Hedge Fund Activity: Q4 2024 in Review
12 of the 7,593 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.