AB Short Duration Income ETF
SDFI
10 hedge funds and large institutions have $80.2M invested in AB Short Duration Income ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2.43% less ownership
Funds ownership: 91.99% → 89.55% (-2.4%)
6% less capital invested
Capital invested by funds: $85.5M → $80.2M (-$5.34M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.53M |
| 2 |
LPL Financial
San Diego,
California
|
+$886K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$18.8K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.65M |
| 2 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$1.98M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$422K |
| 4 |
Jane Street
New York
|
-$123K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$86.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $73.7M | -$3.65M | -102,728 | -5% |
|
|
2
LPL Financial
San Diego,
California
| $2.74M | +$886K | +24,972 | +47% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.52M | +$1.53M | +43,192 | New |
|
|
4
Stifel Financial
St. Louis,
Missouri
| $859K | +$2.7K | +76 | +0.3% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $584K | -$422K | -11,875 | -42% |
|
|
6
Envestnet Asset Management
Chicago,
Illinois
| $409K | -$86.6K | -2,439 | -17% |
|
|
7
Jane Street
New York
| $317K | -$123K | -3,477 | -28% |
|
|
8
UBS Group
Zurich,
Switzerland
| $28.8K | +$18.8K | +530 | +184% |
|
|
AG
9
AmeriFlex Group
Las Vegas,
Nevada
| $5K | +$5K | +141 | New |
|
10
Fidelity Investments
Boston,
Massachusetts
| $1.27K | -$284 | -8 | -18% |
|
|
CWM
11
Centric Wealth Management
Chicago,
Illinois
| – | -$1.98M | -56,165 | Closed |
|
SDFI Hedge Fund Activity: Q4 2024 in Review
10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AB Short Duration Income ETF (SDFI) for Q4 2024, worth a combined $80.2M — down 6.2% from $85.5M a quarter earlier.
Fund positioning in SDFI was balanced in Q4 2024: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.53M. The largest seller was AllianceBernstein, cutting an estimated $3.65M.
- 10 institutional investors held AB Short Duration Income ETF (SDFI) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $80.2M of AB Short Duration Income ETF stock for Q4 2024, down 6.2% quarter-over-quarter.
- 2 funds opened new AB Short Duration Income ETF positions in Q4 2024 and 2 closed out, a net change of 0 holders.
- The largest AB Short Duration Income ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.53M added.
- The largest AB Short Duration Income ETF seller in Q4 2024 was AllianceBernstein, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2024.