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SYFI

AB Short Duration High Yield ETF

60 hedge funds and large institutions have $651M invested in AB Short Duration High Yield ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 14

23% more capital invested

Capital invested by funds: $531M → $651M (+$120M)

11% more funds holding

Funds holding: 5460 (+6)

1.89% more ownership

Funds ownership: 82.7%84.59% (+1.9%)

Holders
60
Holders Change
+6
Holders Change %
+11.11%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
28
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$2.15M -$6.69K -187 -0.3%
Goldman Sachs
27
Goldman Sachs
New York
$2.06M +$2.06M +57,727 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.02M +$558K +15,603 +38%
DADC
29
D.A. Davidson & Co
Montana
$1.59M +$1.07M +29,830 +201%
Stifel Financial
30
Stifel Financial
Missouri
$1.55M +$256K +7,156 +20%
GWP
31
Gateway Wealth Partners
Wisconsin
$1.3M -$300K -8,391 -19%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$1.23M -$785K -21,958 -39%
SA
33
Sanctuary Advisors
Indiana
$1.09M +$1.07M +30,052 New
AWM
34
Alterna Wealth Management
Texas
$1.08M -$141K -3,956 -12%
EWA
35
EverSource Wealth Advisors
Alabama
$882K +$885K +24,735 New
KFP
36
KMG Fiduciary Partners
Ohio
$855K +$154K +4,299 +22%
QPW
37
Quantum Private Wealth
Florida
$655K
Jane Street
38
Jane Street
New York
$640K -$104K -2,896 -14%
KWM
39
Kingsview Wealth Management
Oregon
$398K
MML Investors Services
40
MML Investors Services
Massachusetts
$375K +$376K +10,505 New
PTC
41
Private Trust Company
Ohio
$345K -$7.97K -223 -2%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$315K -$172K -4,805 -35%
HFS
43
Howard Financial Services
Texas
$309K +$310K +8,671 New
CWM
44
Cornerstone Wealth Management
Missouri
$297K +$1.32K +37 +0.4%
NEWAS
45
N.E.W. Advisory Services
Wisconsin
$255K -$7.15K -200 -3%
SC
46
Savant Capital
Illinois
$238K -$239K -6,677 -50%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$232K +$10.1K +282 +5%
IAS
48
Insigneo Advisory Services
Florida
$230K
WA
49
WPG Advisers
Maryland
$186K +$186K +5,211 New
CA
50
CoreCap Advisors
Michigan
$63.5K

SYFI Hedge Fund Activity: Q4 2024 in Review

60 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AB Short Duration High Yield ETF (SYFI) for Q4 2024, worth a combined $651M — up 23% from $531M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SYFI positions and 2 closed out — a net gain of 9 holders — while 28 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $44.6M. The largest seller was AllianceBernstein, cutting an estimated $5.78M.

  • 60 institutional investors held AB Short Duration High Yield ETF (SYFI) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $651M of AB Short Duration High Yield ETF stock for Q4 2024, up 23% quarter-over-quarter.
  • 11 funds opened new AB Short Duration High Yield ETF positions in Q4 2024 and 2 closed out, a net change of +9 holders.
  • The largest AB Short Duration High Yield ETF buyer in Q4 2024 was Bank of America, an estimated $44.6M added.
  • The largest AB Short Duration High Yield ETF seller in Q4 2024 was AllianceBernstein, an estimated $5.78M sold.

Based on aggregated 13F filings for Q4 2024.