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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
AllianceBernstein
1
AllianceBernstein
Tennessee
$162M -$5.78M -161,664 -3%
LPL Financial
2
LPL Financial
California
$70M +$2M +55,857 +3%
Bank of America
3
Bank of America
North Carolina
$67.6M +$44.6M +1,248,059 +193%
UBS Group
4
UBS Group
Switzerland
$63.2M +$25.6M +716,368 +68%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$54.8M +$13.3M +373,243 +32%
Morgan Stanley
6
Morgan Stanley
New York
$40.4M +$2.43M +67,882 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$33.1M +$33.2M +927,834 New
Osaic Holdings
8
Osaic Holdings
Arizona
$28.6M +$4.33M +121,081 +18%
NA
9
NewEdge Advisors
Louisiana
$24.1M +$1.41M +39,295 +6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.3M +$203K +5,682 +1%
SCM
11
SOL Capital Management
Maryland
$9.53M +$674K +18,839 +8%
HA
12
Huntleigh Advisors
Missouri
$8.56M +$8.58M +239,953 New
GVAG
13
Great Valley Advisor Group
Delaware
$7.85M +$2.63M +73,526 +50%
AWS
14
Atria Wealth Solutions
New York
$6.12M +$188K +5,245 +3%
Truist Financial
15
Truist Financial
North Carolina
$5.79M +$513K +14,354 +10%
Ameriprise
16
Ameriprise
Minnesota
$4.83M -$507K -14,188 -9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.46M +$450K +12,573 +11%
RCM
18
RMR Capital Management
California
$4.22M +$3.05M +85,363 +259%
Comerica Bank
19
Comerica Bank
Texas
$3.87M +$3.57M +99,893 +1,146%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$3.44M +$1.08M +30,247 +46%
AAS
21
Avantax Advisory Services
Texas
$3.37M -$141K -3,941 -4%
P
22
&Partners
Tennessee
$3.04M +$3.03M +84,820 New
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.72M +$2.72M +76,154 New
CIAS
24
Capital Investment Advisory Services
North Carolina
$2.3M +$407K +11,392 +21%
PAG
25
Private Advisor Group
New Jersey
$2.22M -$30.9K -864 -1%

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.