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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$169M -$20.1M -566,142 -11%
LPL Financial
2
LPL Financial
California
$68.5M +$1.07M +30,252 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.8M +$1.74M +48,970 +4%
Morgan Stanley
4
Morgan Stanley
New York
$38.3M +$2.7M +76,021 +8%
UBS Group
5
UBS Group
Switzerland
$38M +$17.3M +486,336 +85%
Osaic Holdings
6
Osaic Holdings
Arizona
$24.5M +$19.6M +551,498 +425%
Bank of America
7
Bank of America
North Carolina
$23.3M +$2.47M +69,723 +12%
NA
8
NewEdge Advisors
Louisiana
$22.9M +$2.74M +77,154 +14%
RJA
9
Raymond James & Associates
Florida
$19.4M +$5.91M +166,632 +45%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.2M -$798K -22,470 -5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.93M -$186K -5,231 -2%
SCM
12
SOL Capital Management
Maryland
$8.93M -$147K -4,145 -2%
AWS
13
Atria Wealth Solutions
New York
$5.97M +$472K +13,312 +9%
Ameriprise
14
Ameriprise
Minnesota
$5.38M -$20.6M -581,176 -80%
Truist Financial
15
Truist Financial
North Carolina
$5.32M -$56.9K -1,603 -1%
GVAG
16
Great Valley Advisor Group
Delaware
$5.27M +$1.48M +41,745 +40%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.04M -$120K -3,371 -3%
AAS
18
Avantax Advisory Services
Texas
$3.54M -$44.8K -1,263 -1%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$2.38M -$36K -1,014 -2%
PAG
20
Private Advisor Group
New Jersey
$2.26M -$18.1K -509 -0.8%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$2.18M -$135K -3,801 -6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$2.03M -$5.37M -151,207 -73%
CIAS
23
Capital Investment Advisory Services
North Carolina
$1.91M +$203K +5,723 +12%
GWP
24
Gateway Wealth Partners
Wisconsin
$1.62M -$430K -12,123 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.48M +$261K +7,349 +22%

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.