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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
LPL Financial
1
LPL Financial
California
$54.8M +$7.23M +194,143 +15%
WWMSC
2
Wagner Wealth Management (South Carolina)
South Carolina
$19.3M +$2.42M +64,973 +14%
AllianceBernstein
3
AllianceBernstein
Tennessee
$10.1M +$4.05M +108,702 +66%
Raymond James Financial
4
Raymond James Financial
Florida
$9.36M +$9.45M +253,644 New
AFS
5
Anderson Financial Strategies
Ohio
$8.55M +$8.63M +231,835 New
IWM
6
IHT Wealth Management
Illinois
$4.75M +$521K +13,978 +12%
PAG
7
Private Advisor Group
New Jersey
$4.75M +$1.5M +40,275 +46%
FC
8
Fjell Capital
North Dakota
$3.35M +$3.38M +90,756 New
ARG
9
Advisory Resource Group
Oklahoma
$3.31M +$111K +2,974 +3%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.95M +$156K +4,177 +6%
FAIM
11
Financial Advocates Investment Management
Washington
$2.87M +$223K +5,993 +8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.27M -$146K -3,930 -6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.78M +$382K +10,246 +27%
Jane Street
14
Jane Street
New York
$1.59M +$1.34M +35,959 +510%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.25M +$1.26M +33,798 New
Citadel Advisors
16
Citadel Advisors
Florida
$866K +$875K +23,480 New
PTP
17
Platform Technology Partners
New York
$767K +$278K +7,474 +56%
AWM
18
Avaii Wealth Management
Wisconsin
$558K +$18.5K +498 +3%
IAA
19
Independent Advisor Alliance
North Carolina
$502K +$507K +13,619 New
KWM
20
Kingsview Wealth Management
Oregon
$438K +$31.9K +856 +8%
RFN
21
Redwood Financial Network
Ohio
$423K -$14.2K -381 -3%
SA
22
Sanctuary Advisors
Indiana
$388K +$8.72K +234 +2%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$375K +$23.6K +633 +7%
AI
24
Atria Investments
North Carolina
$374K -$968 -26 -0.3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$348K +$23.7K +637 +7%

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.