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AB Tax-Aware Intermediate Municipal ETF
TAFM

Overview Fund Activity

29 hedge funds and large institutions have $280M invested in AB Tax-Aware Intermediate Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
12
Increased
13
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NP
NorthRock Partners
Minnesota
$35.2M
2
AllianceBernstein
AllianceBernstein
Tennessee
$144M
3
LPL Financial
LPL Financial
California
$11.5M
4
FWA
FSM Wealth Advisors
Ohio
$7.28M
5
Truist Financial
Truist Financial
North Carolina
$6.07M

Top Sellers

1
IWC
Integrated Wealth Concepts
Massachusetts
$0
2
AI
Atria Investments
North Carolina
$0
3
PTC
Private Trust Company
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$144M +$18.2M +730,283 +14%
NP
2
NorthRock Partners
Minnesota
$35.2M +$35.2M +1,412,105 New
LA
3
LVW Advisors
New York
$21.9M +$1.68M +67,464 +8%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.6M +$254K +10,190 +2%
LPL Financial
5
LPL Financial
California
$11.5M +$11.1M +447,122 +2,767%
LFG
6
Leverty Financial Group
Wisconsin
$8.08M +$266K +10,666 +3%
FWA
7
FSM Wealth Advisors
Ohio
$7.28M +$6.04M +243,508 +484%
Truist Financial
8
Truist Financial
North Carolina
$6.07M +$5.62M +225,628 +1,273%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.16M +$4.34M +174,300 +531%
Jane Street
10
Jane Street
New York
$4.8M +$1.41M +56,414 +41%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$4.76M +$4.76M +191,023 New
AP
12
Americana Partners
Texas
$3.81M +$337K +13,528 +10%
ARG
13
Advisory Resource Group
Oklahoma
$2.88M +$2.88M +115,523 New
Raymond James Financial
14
Raymond James Financial
Florida
$1.92M +$1.92M +77,192 New
BPA
15
Beacon Pointe Advisors
California
$1.46M +$882K +35,393 +154%
CIA
16
Concurrent Investment Advisors
Florida
$1.28M +$1.28M +51,286 New
PAG
17
Private Advisor Group
New Jersey
$1.16M +$1.16M +46,577 New
ASN
18
Advisory Services Network
Georgia
$871K +$38K +1,538 +5%
CICI
19
Capital Investment Counsel Inc
North Carolina
$585K – – –
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$551K +$551K +22,094 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$513K +$513K +20,603 New
LWMNY
22
Landmark Wealth Management (New York)
New York
$497K +$497K +19,925 New
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$341K – – –
KAS
24
Kestra Advisory Services
Texas
$238K +$238K +9,551 New
UBS Group
25
UBS Group
Switzerland
$232K +$232K +9,325 New
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