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AB Tax-Aware Intermediate Municipal ETF

46 hedge funds and large institutions have $478M invested in AB Tax-Aware Intermediate Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

14% more capital invested

Capital invested by funds: $418M → $478M (+$60.4M)

12% more funds holding

Funds holding: 4146 (+5)

1.72% less ownership

Funds ownership: 95.53%93.8% (-1.7%)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
24
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$281M +$35.8M +1,398,744 +15%
NP
2
NorthRock Partners
Minnesota
$31.4M -$774K -30,266 -2%
LA
3
LVW Advisors
New York
$24.7M -$734K -28,710 -3%
LPL Financial
4
LPL Financial
California
$21.3M +$1.92M +75,030 +10%
SPIA
5
Steward Partners Investment Advisory
New York
$17.6M +$17.8M +696,077 +69,608%
HighTower Advisors
6
HighTower Advisors
Illinois
$15.2M +$1.16M +45,413 +8%
FWA
7
FSM Wealth Advisors
Ohio
$13.4M +$2.27M +88,554 +20%
Truist Financial
8
Truist Financial
North Carolina
$7.56M +$551K +21,553 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$7.47M +$2.53M +98,851 +50%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.11M +$4.23M +165,173 +142%
BPA
11
Beacon Pointe Advisors
California
$6M +$2.25M +87,828 +59%
JP Morgan Chase
12
JP Morgan Chase
New York
$4.53M -$2.79M -109,072 -38%
DWM
13
Dynasty Wealth Management
Florida
$4.31M -$123K -4,821 -3%
AFP
14
Ausdal Financial Partners
Iowa
$3.93M +$307K +11,984 +8%
Jane Street
15
Jane Street
New York
$3.53M -$781K -30,515 -18%
CAM
16
Cresset Asset Management
Illinois
$3.32M +$3.36M +131,263 New
ARG
17
Advisory Resource Group
Oklahoma
$3.09M +$153 +6 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.17M +$633K +24,746 +40%
CIA
19
Concurrent Investment Advisors
Florida
$2.17M +$145K +5,680 +7%
PAG
20
Private Advisor Group
New Jersey
$1.85M +$302K +11,821 +19%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.59M +$25.4K +992 +2%
LFG
22
Leverty Financial Group
Wisconsin
$1.42M -$923K -36,092 -39%
KAS
23
Kestra Advisory Services
Texas
$1.19M +$216K +8,429 +22%
LCWP
24
Legacy Capital Wealth Partners
Arkansas
$1.1M +$153K +5,993 +16%
MCM
25
MAI Capital Management
Ohio
$1.09M +$1.1M +42,915 New

TAFM Hedge Fund Activity: Q1 2026 in Review

46 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Tax-Aware Intermediate Municipal ETF (TAFM) for Q1 2026, worth a combined $478M — up 14% from $418M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TAFM positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.8M. The largest seller was Americana Partners, exiting entirely with an estimated $4.84M sold.

  • 46 institutional investors held AB Tax-Aware Intermediate Municipal ETF (TAFM) as of Q1 2026, up from 41 in Q4 2025.
  • Funds reported $478M of AB Tax-Aware Intermediate Municipal ETF stock for Q1 2026, up 14% quarter-over-quarter.
  • 11 funds opened new AB Tax-Aware Intermediate Municipal ETF positions in Q1 2026 and 5 closed out, a net change of +6 holders.
  • The largest AB Tax-Aware Intermediate Municipal ETF buyer in Q1 2026 was AllianceBernstein, an estimated $35.8M added.
  • The largest AB Tax-Aware Intermediate Municipal ETF seller in Q1 2026 was Americana Partners, an estimated $4.84M sold.

Based on aggregated 13F filings for Q1 2026.