AB Tax-Aware Intermediate Municipal ETF
TAFM
21 hedge funds and large institutions have $185M invested in AB Tax-Aware Intermediate Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
75% more funds holding
Funds holding: 12 → 21 (+9)
64% more capital invested
Capital invested by funds: $113M → $185M (+$72.3M)
9.4% less ownership
Funds ownership: 106.06% → 96.67% (-9.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$42.2M |
| 2 |
LA
LVW Advisors
Pittsford,
New York
|
+$10.4M |
| 3 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
+$7.94M |
| 4 |
Jane Street
New York
|
+$3.19M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$2.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$317K |
| 2 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$709 |
TAFM Hedge Fund Activity: Q1 2025 in Review
21 of the 7,469 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Intermediate Municipal ETF (TAFM) for Q1 2025, worth a combined $185M — up 64% from $113M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new TAFM positions and 1 closed out — a net gain of 9 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $42.2M. The largest seller was Silver Oak Securities, exiting entirely with an estimated $317K sold.
- 21 institutional investors held AB Tax-Aware Intermediate Municipal ETF (TAFM) as of Q1 2025, up from 12 in Q4 2024.
- Funds reported $185M of AB Tax-Aware Intermediate Municipal ETF stock for Q1 2025, up 64% quarter-over-quarter.
- 10 funds opened new AB Tax-Aware Intermediate Municipal ETF positions in Q1 2025 and 1 closed out, a net change of +9 holders.
- The largest AB Tax-Aware Intermediate Municipal ETF buyer in Q1 2025 was AllianceBernstein, an estimated $42.2M added.
- The largest AB Tax-Aware Intermediate Municipal ETF seller in Q1 2025 was Silver Oak Securities, an estimated $317K sold.
Based on aggregated 13F filings for Q1 2025.