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SYFI

AB Short Duration High Yield ETF

54 hedge funds and large institutions have $531M invested in AB Short Duration High Yield ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

6% more funds holding

Funds holding: 5154 (+3)

5.42% more ownership

Funds ownership: 77.28%82.7% (+5.4%)

2% more capital invested

Capital invested by funds: $520M → $531M (+$11.1M)

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.3M +$26K +732 +2%
AWM
27
Alterna Wealth Management
Texas
$1.23M +$16.1K +453 +1%
RCM
28
RMR Capital Management
California
$1.18M +$7.49K +211 +0.6%
Jane Street
29
Jane Street
New York
$749K -$3.97M -111,877 -84%
KFP
30
KMG Fiduciary Partners
Ohio
$707K +$698K +19,672 New
QPW
31
Quantum Private Wealth
Florida
$660K
RJT
32
Raymond James Trust
Florida
$535K +$54.8K +1,545 +12%
DADC
33
D.A. Davidson & Co
Montana
$534K +$84.5K +2,380 +19%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$490K +$2.2K +62 +0.5%
SC
35
Savant Capital
Illinois
$480K +$474K +13,354 New
KWM
36
Kingsview Wealth Management
Oregon
$401K -$35.8K -1,009 -8%
PTC
37
Private Trust Company
Ohio
$356K -$2.02K -57 -0.6%
Comerica Bank
38
Comerica Bank
Texas
$313K +$222K +6,262 +255%
CWM
39
Cornerstone Wealth Management
Missouri
$298K -$36.7K -1,033 -11%
NEWAS
40
N.E.W. Advisory Services
Wisconsin
$264K +$261K +7,350 New
IAS
41
Insigneo Advisory Services
Florida
$232K +$24.8K +700 +12%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$224K +$6.28K +177 +3%
CA
43
CoreCap Advisors
Michigan
$64K -$6.81K -192 -10%
AWM
44
Activest Wealth Management
Florida
$56.4K
CFD
45
Creative Financial Designs
Indiana
$45.2K +$44.6K +1,258 New
SPIA
46
Steward Partners Investment Advisory
New York
$44.9K
JP Morgan Chase
47
JP Morgan Chase
New York
$44.9K
WIM
48
Westside Investment Management
California
$41.8K
PA
49
Parallel Advisors
California
$36.7K +$497 +14 +1%
PS
50
Principal Securities
Iowa
$30.5K -$34.6K -976 -54%

SYFI Hedge Fund Activity: Q3 2024 in Review

54 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AB Short Duration High Yield ETF (SYFI) for Q3 2024, worth a combined $531M — up 2.1% from $520M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SYFI positions and 2 closed out — a net gain of 3 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $19.6M. The largest seller was Ameriprise, cutting an estimated $20.6M.

  • 54 institutional investors held AB Short Duration High Yield ETF (SYFI) as of Q3 2024, up from 51 in Q2 2024.
  • Funds reported $531M of AB Short Duration High Yield ETF stock for Q3 2024, up 2.1% quarter-over-quarter.
  • 5 funds opened new AB Short Duration High Yield ETF positions in Q3 2024 and 2 closed out, a net change of +3 holders.
  • The largest AB Short Duration High Yield ETF buyer in Q3 2024 was Osaic Holdings, an estimated $19.6M added.
  • The largest AB Short Duration High Yield ETF seller in Q3 2024 was Ameriprise, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.