AB Ultra Short Income ETF
YEAR
30 hedge funds and large institutions have $311M invested in AB Ultra Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 0 reducing their positions, and 1 closing their positions.
1,700% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 1
131% more funds holding
Funds holding: 13 → 30 (+17)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
72% more capital invested
Capital invested by funds: $181M → $311M (+$130M)
0.22% more ownership
Funds ownership: 99.32% → 99.54% (+0.22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$59.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$33M |
| 3 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$10M |
| 4 |
Jane Street
New York
|
+$3.92M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$72 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WealthPLAN Partners
Omaha,
Nebraska
| $233K | +$233K | +4,644 | New |
|
|
PTC
27
Private Trust Company
Cleveland,
Ohio
| $67K | +$6.32K | +126 | +10% |
|
28
UBS Group
Zurich,
Switzerland
| $46.4K | +$46.4K | +925 | New |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.76K | +$2.76K | +55 | New |
|
30
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.31K | +$509K | +10,143 | +64% |
|
|
NA
31
NewEdge Advisors
New Orleans,
Louisiana
| – | -$72 | -1,433 | Closed |
|
YEAR Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2023, worth a combined $311M — up 72% from $181M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new YEAR positions and 1 closed out — a net gain of 17 holders — while 12 added to existing stakes and 0 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $59.8M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $72 sold.
- 30 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2023, up from 13 in Q4 2022.
- Funds reported $311M of AB Ultra Short Income ETF stock for Q1 2023, up 72% quarter-over-quarter.
- 18 funds opened new AB Ultra Short Income ETF positions in Q1 2023 and 1 closed out, a net change of +17 holders.
- The largest AB Ultra Short Income ETF buyer in Q1 2023 was AllianceBernstein, an estimated $59.8M added.
- The largest AB Ultra Short Income ETF seller in Q1 2023 was NewEdge Advisors, an estimated $72 sold.
Based on aggregated 13F filings for Q1 2023.