AB Short Duration Income ETF
SDFI
10 hedge funds and large institutions have $85.5M invested in AB Short Duration Income ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and closing their positions.
43% more funds holding
Funds holding: 7 → 10 (+3)
2.28% more ownership
Funds ownership: 89.71% → 91.99% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
6% less capital invested
Capital invested by funds: $91.3M → $85.5M (-$5.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
+$2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.01M |
| 3 |
LPL Financial
San Diego,
California
|
+$300K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$291K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$157K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.1M |
| 2 |
Jane Street
New York
|
-$206K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$570 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $78.8M | -$11.1M | -310,260 | -12% |
|
|
CWM
2
Centric Wealth Management
Chicago,
Illinois
| $1.98M | +$2M | +56,165 | New |
|
|
3
LPL Financial
San Diego,
California
| $1.9M | +$300K | +8,428 | +19% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1.02M | +$1.01M | +28,444 | New |
|
|
5
Stifel Financial
St. Louis,
Missouri
| $873K | +$157K | +4,414 | +22% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $504K | +$291K | +8,173 | +140% |
|
|
7
Jane Street
New York
| $448K | -$206K | -5,782 | -32% |
|
8
UBS Group
Zurich,
Switzerland
| $10.3K | +$10.3K | +288 | New |
|
|
9
Fidelity Investments
Boston,
Massachusetts
| $1.57K | -$570 | -16 | -27% |
|
SDFI Hedge Fund Activity: Q3 2024 in Review
10 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in AB Short Duration Income ETF (SDFI) for Q3 2024, worth a combined $85.5M — down 6.3% from $91.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SDFI positions and 0 closed out — a net gain of 3 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Centric Wealth Management, opening a new position worth an estimated $2M. The largest seller was AllianceBernstein, cutting an estimated $11.1M.
- 10 institutional investors held AB Short Duration Income ETF (SDFI) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $85.5M of AB Short Duration Income ETF stock for Q3 2024, down 6.3% quarter-over-quarter.
- 3 funds opened new AB Short Duration Income ETF positions in Q3 2024 and 0 closed out, a net change of +3 holders.
- The largest AB Short Duration Income ETF buyer in Q3 2024 was Centric Wealth Management, an estimated $2M added.
- The largest AB Short Duration Income ETF seller in Q3 2024 was AllianceBernstein, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2024.