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AB High Yield ETF

45 hedge funds and large institutions have $144M invested in AB High Yield ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 4345 (+2)

1.88% more ownership

Funds ownership: 77.09%78.97% (+1.9%)

3% more capital invested

Capital invested by funds: $139M → $144M (+$4.62M)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
9
Increased
20
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$370K -$4.24K -114 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$350K +$2.97K +80 +0.8%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$327K +$2.97K +80 +0.9%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$325K
RPGNY
30
Retirement Planning Group (New York)
New York
$273K -$9.62K -259 -3%
GLA
31
Good Life Advisors
Pennsylvania
$251K -$36.2K -973 -12%
AWS
32
Atria Wealth Solutions
New York
$235K -$4.64K -125 -2%
PTC
33
Private Trust Company
Ohio
$231K +$63.8K +1,718 +38%
SPC
34
Sigma Planning Corp
Michigan
$230K +$25.1K +675 +12%
Comerica Bank
35
Comerica Bank
Texas
$215K +$123K +3,316 +132%
MAM
36
MMA Asset Management
Pennsylvania
$212K +$11.9K +321 +6%
UCFA
37
United Capital Financial Advisors
Texas
$201K +$202K +5,448 New
NEWAS
38
N.E.W. Advisory Services
Wisconsin
$130K +$131K +3,534 New
SPIA
39
Steward Partners Investment Advisory
New York
$111K -$40.4K -1,088 -26%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$88K +$89K +2,394 New
Morgan Stanley
41
Morgan Stanley
New York
$76.3K +$2.9K +78 +4%
GWSA
42
Global Wealth Strategies & Associates
Colorado
$13.6K +$13.7K +368 New
PS
43
Principal Securities
Iowa
$11.3K
CCM
44
Coldstream Capital Management
Washington
$9.28K +$9.36K +252 New
SIS
45
Sound Income Strategies
Florida
$4.31K +$74 +2 +2%
Citadel Advisors
46
Citadel Advisors
Florida
-$866K -23,480 Closed
AWM
47
Avaii Wealth Management
Wisconsin
-$558K -15,132 Closed
IAA
48
Independent Advisor Alliance
North Carolina
-$502K -13,619 Closed
GIA
49
Gladstone Institutional Advisory
Florida
-$300K -8,127 Closed
HI
50
Harbour Investments
Wisconsin
-$7.12K -193 Closed

HYFI Hedge Fund Activity: Q1 2025 in Review

45 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB High Yield ETF (HYFI) for Q1 2025, worth a combined $144M — up 3.3% from $139M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYFI positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $3.05M. The largest seller was LPL Financial, cutting an estimated $7.11M.

  • 45 institutional investors held AB High Yield ETF (HYFI) as of Q1 2025, up from 43 in Q4 2024.
  • Funds reported $144M of AB High Yield ETF stock for Q1 2025, up 3.3% quarter-over-quarter.
  • 9 funds opened new AB High Yield ETF positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest AB High Yield ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $3.05M added.
  • The largest AB High Yield ETF seller in Q1 2025 was LPL Financial, an estimated $7.11M sold.

Based on aggregated 13F filings for Q1 2025.