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AB High Yield ETF

35 hedge funds and large institutions have $98.1M invested in AB High Yield ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2835 (+7)

20% more capital invested

Capital invested by funds: $82.1M → $98.1M (+$16.1M)

6.63% more ownership

Funds ownership: 66.42%73.05% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
15
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$42.7M +$1.74M +47,992 +4%
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$15.5M +$322K +8,866 +2%
AllianceBernstein
3
AllianceBernstein
Tennessee
$7.66M +$3.26M +89,844 +75%
TFA
4
TPG Financial Advisors
Oregon
$6.09M +$6.07M +167,163 New
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.92M +$3.91M +107,579 New
ARG
6
Advisory Resource Group
Oklahoma
$3.19M +$101K +2,778 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.68M +$1.16M +32,033 +77%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.65M -$430K -11,849 -14%
FAIM
9
Financial Advocates Investment Management
Washington
$2.31M +$1.08M +29,606 +88%
SL
10
Systelligence LLC
Minnesota
$2.07M +$11K +303 +0.5%
PAG
11
Private Advisor Group
New Jersey
$1.1M +$1.1M +30,196 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$912K +$456K +12,553 +100%
AWM
13
Avaii Wealth Management
Wisconsin
$814K -$174K -4,783 -18%
RJA
14
Raymond James & Associates
Florida
$773K +$143K +3,926 +23%
GIA
15
Gladstone Institutional Advisory
Florida
$722K +$22.3K +615 +3%
PS
16
Principal Securities
Iowa
$555K +$62.5K +1,720 +13%
RFN
17
Redwood Financial Network
Ohio
$483K -$44.8K -1,233 -9%
KWM
18
Kingsview Wealth Management
Oregon
$401K
PTP
19
Platform Technology Partners
New York
$394K +$393K +10,833 New
AI
20
Atria Investments
North Carolina
$366K +$365K +10,050 New
SA
21
Sanctuary Advisors
Indiana
$363K +$365K +10,062 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$356K
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$339K +$75.4K +2,077 +29%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$336K +$36.8K +1,012 +12%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$330K +$1.31K +36 +0.4%

HYFI Hedge Fund Activity: Q2 2024 in Review

35 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AB High Yield ETF (HYFI) for Q2 2024, worth a combined $98.1M — up 20% from $82.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new HYFI positions and 3 closed out — a net gain of 7 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $3.91M. The largest seller was Jane Street, exiting entirely with an estimated $3.59M sold.

  • 35 institutional investors held AB High Yield ETF (HYFI) as of Q2 2024, up from 28 in Q1 2024.
  • Funds reported $98.1M of AB High Yield ETF stock for Q2 2024, up 20% quarter-over-quarter.
  • 10 funds opened new AB High Yield ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest AB High Yield ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $3.91M added.
  • The largest AB High Yield ETF seller in Q2 2024 was Jane Street, an estimated $3.59M sold.

Based on aggregated 13F filings for Q2 2024.