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AB Disruptors ETF
FWD

21 hedge funds and large institutions have $386M invested in AB Disruptors ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 0 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $319M → $386M (+$66.8M)

11% more funds holding

Funds holding: 19 → 21 (+2)

2.55% more ownership

Funds ownership: 75.06% → 77.61% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
15
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$50.5M
2
Bank of America
Bank of America
North Carolina
+$7.52M
3
PAG
Private Advisor Group
New Jersey
+$2.35M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$2.19M
5
Jane Street
Jane Street
New York
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$4.7M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.31M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$877K
4
SFA
Sequoia Financial Advisors
Ohio
-$375K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$327M +$50.5M +620,504 +18%
LPL Financial
2
LPL Financial
California
$15.7M +$1.91M +23,427 +13%
Bank of America
3
Bank of America
North Carolina
$7.47M +$7.52M +92,388 +4,814%
IWC
4
Integrated Wealth Concepts
Massachusetts
$6.78M +$2.19M +26,912 +46%
PAG
5
Private Advisor Group
New Jersey
$6.63M +$2.35M +28,922 +53%
QPW
6
Quantum Private Wealth
Florida
$6.15M +$126K +1,546 +2%
BAM
7
BOS Asset Management
Illinois
$3.57M +$1.6M +19,620 +77%
Jane Street
8
Jane Street
New York
$3.41M +$2.16M +26,491 +160%
ASN
9
Advisory Services Network
Georgia
$1.85M +$689K +8,468 +57%
DADC
10
D.A. Davidson & Co
Montana
$1.84M +$33.5K +412 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.23M +$84K +1,032 +7%
HA
12
Huntleigh Advisors
Missouri
$1.08M +$1.11M +13,640 New
UWM
13
USAdvisors Wealth Management
Minnesota
$819K +$843K +10,350 New
MML Investors Services
14
MML Investors Services
Massachusetts
$637K +$20K +246 +3%
EFG
15
Embree Financial Group
Illinois
$509K +$523K +6,430 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$434K +$110K +1,357 +33%
UBS Group
17
UBS Group
Switzerland
$320K +$247K +3,037 +304%
KWM
18
Kingsview Wealth Management
Oregon
$284K +$292K +3,583 New
Osaic Holdings
19
Osaic Holdings
Arizona
$207K +$55.8K +686 +36%
GWM
20
Geneos Wealth Management
Colorado
$119K +$122K +1,500 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$47K +$48.1K +591 New
Goldman Sachs
22
Goldman Sachs
New York
– -$4.7M -60,000 Closed
Citadel Advisors
23
Citadel Advisors
Florida
– -$1.31M -16,769 Closed
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
– -$877K -11,200 Closed
SFA
25
Sequoia Financial Advisors
Ohio
– -$375K -4,785 Closed

FWD Hedge Fund Activity: Q4 2024 in Review

21 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AB Disruptors ETF (FWD) for Q4 2024, worth a combined $386M — up 21% from $319M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FWD positions and 4 closed out — a net gain of 2 holders — while 15 added to existing stakes and 0 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $50.5M. The largest seller was Goldman Sachs, exiting entirely with an estimated $4.7M sold.

  • 21 institutional investors held AB Disruptors ETF (FWD) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $386M of AB Disruptors ETF stock for Q4 2024, up 21% quarter-over-quarter.
  • 6 funds opened new AB Disruptors ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest AB Disruptors ETF buyer in Q4 2024 was AllianceBernstein, an estimated $50.5M added.
  • The largest AB Disruptors ETF seller in Q4 2024 was Goldman Sachs, an estimated $4.7M sold.

Based on aggregated 13F filings for Q4 2024.