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AB Tax-Aware Intermediate Municipal ETF
TAFM

Overview Fund Activity

20 hedge funds and large institutions have $184M 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, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+8
Holders Change %
+66.67%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$42M
2
LA
LVW Advisors
New York
+$10.3M
3
LFG
Leverty Financial Group
Wisconsin
+$7.89M
4
Jane Street
Jane Street
New York
+$3.18M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.2M

Top Sellers

1
SOS
Silver Oak Securities
Tennessee
-$317K
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$127M +$42M +1,668,330 +49%
LA
2
LVW Advisors
New York
$20.4M +$10.3M +410,670 +102%
HighTower Advisors
3
HighTower Advisors
Illinois
$13.5M +$2.2M +87,580 +20%
LFG
4
Leverty Financial Group
Wisconsin
$7.89M +$7.89M +313,506 New
AP
5
Americana Partners
Texas
$3.5M +$928K +36,874 +36%
Jane Street
6
Jane Street
New York
$3.43M +$3.18M +126,172 +1,257%
IWC
7
Integrated Wealth Concepts
Massachusetts
$2.06M +$2.06M +81,808 New
FWA
8
FSM Wealth Advisors
Ohio
$1.27M +$1.27M +50,303 New
ASN
9
Advisory Services Network
Georgia
$848K +$8.25K +328 +1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$826K +$594K +23,597 +255%
CICI
11
Capital Investment Counsel Inc
North Carolina
$590K +$327K +13,000 +124%
BPA
12
Beacon Pointe Advisors
California
$580K +$580K +23,047 New
AI
13
Atria Investments
North Carolina
$462K +$15.2K +605 +3%
Truist Financial
14
Truist Financial
North Carolina
$446K +$446K +17,731 New
LPL Financial
15
LPL Financial
California
$407K +$407K +16,161 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$345K +$345K +13,702 New
ACI
17
Alpha Cubed Investments
California
$223K +$223K +8,880 New
AFP
18
Ausdal Financial Partners
Iowa
$203K +$203K +8,079 New
PTC
19
Private Trust Company
Ohio
$110K +$110K +4,352 New
Osaic Holdings
20
Osaic Holdings
Arizona
$14K – – –
SOS
21
Silver Oak Securities
Tennessee
– -$317K -12,549 Closed