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AB High Yield ETF

43 hedge funds and large institutions have $139M invested in AB High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

27% more capital invested

Capital invested by funds: $109M → $139M (+$30M)

13% more funds holding

Funds holding: 3843 (+5)

7.01% more ownership

Funds ownership: 70.08%77.09% (+7%)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.57%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
20
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$339K +$268K +7,195 +360%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$325K
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$325K -$8.23K -221 -2%
GIA
29
Gladstone Institutional Advisory
Florida
$300K -$357K -9,588 -54%
GLA
30
Good Life Advisors
Pennsylvania
$287K -$23.8K -640 -8%
RPGNY
31
Retirement Planning Group (New York)
New York
$283K +$286K +7,671 New
AWS
32
Atria Wealth Solutions
New York
$241K +$23.2K +622 +11%
SPC
33
Sigma Planning Corp
Michigan
$206K +$207K +5,570 New
MAM
34
MMA Asset Management
Pennsylvania
$200K +$202K +5,430 New
PTC
35
Private Trust Company
Ohio
$168K
SPIA
36
Steward Partners Investment Advisory
New York
$152K
Comerica Bank
37
Comerica Bank
Texas
$92.7K +$8.23K +221 +10%
Morgan Stanley
38
Morgan Stanley
New York
$73.5K
PS
39
Principal Securities
Iowa
$11.3K +$3.43K +92 +43%
GRP
40
Global Retirement Partners
California
$10.3K -$559 -15 -5%
HI
41
Harbour Investments
Wisconsin
$7.12K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$6.64K +$6.7K +180 New
SIS
43
Sound Income Strategies
Florida
$4.25K +$4.28K +115 New
WWM
44
Western Wealth Management
Colorado
-$856K -22,752 Closed
JP Morgan Chase
45
JP Morgan Chase
New York
-$463K -12,320 Closed
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
-$72K -1,916 Closed
Wells Fargo
47
Wells Fargo
California
-$24.9K -663 Closed

HYFI Hedge Fund Activity: Q4 2024 in Review

43 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AB High Yield ETF (HYFI) for Q4 2024, worth a combined $139M — up 27% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new HYFI positions and 4 closed out — a net gain of 7 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.23M. The largest seller was Western Wealth Management, exiting entirely with an estimated $856K sold.

  • 43 institutional investors held AB High Yield ETF (HYFI) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $139M of AB High Yield ETF stock for Q4 2024, up 27% quarter-over-quarter.
  • 11 funds opened new AB High Yield ETF positions in Q4 2024 and 4 closed out, a net change of +7 holders.
  • The largest AB High Yield ETF buyer in Q4 2024 was LPL Financial, an estimated $7.23M added.
  • The largest AB High Yield ETF seller in Q4 2024 was Western Wealth Management, an estimated $856K sold.

Based on aggregated 13F filings for Q4 2024.