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AB Ultra Short Income ETF
YEAR

41 hedge funds and large institutions have $507M invested in AB Ultra Short Income ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

23% more capital invested

Capital invested by funds: $412M → $507M (+$94.8M)

17% more funds holding

Funds holding: 35 → 41 (+6)

1.01% more ownership

Funds ownership: 96.13% → 97.13% (+1%)

Holders
41
Holders Change
+6
Holders Change %
+17.14%
% of All Funds
0.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
7
Increased
19
Reduced
12
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$28.4M
2
LPL Financial
LPL Financial
California
+$22.7M
3
KAS
Kestra Advisory Services
Texas
+$17M
4
Jane Street
Jane Street
New York
+$8.63M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.88M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.32M
2
Truist Financial
Truist Financial
North Carolina
-$1.5M
3
BAM
BOS Asset Management
Illinois
-$909K
4
IWC
Integrated Wealth Concepts
Massachusetts
-$771K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$673K +$672K +13,411 New
EWA
27
Encompass Wealth Advisors
Oregon
$494K +$30.1K +600 +6%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$471K +$220K +4,398 +88%
QPW
29
Quantum Private Wealth
Florida
$465K +$464K +9,261 New
GVAG
30
Great Valley Advisor Group
Delaware
$462K – – –
AAS
31
Avantax Advisory Services
Texas
$455K +$6.07K +121 +1%
WCG
32
Weaver Consulting Group
California
$439K +$75.2K +1,500 +21%
LWA
33
Lowe Wealth Advisors
Maryland
$399K +$398K +7,940 New
FMTC
34
Farmers & Merchants Trust Company
California
$391K – – –
MML Investors Services
35
MML Investors Services
Massachusetts
$353K -$4.21K -84 -1%
IWM
36
IHT Wealth Management
Illinois
$332K +$21.9K +436 +7%
Mariner
37
Mariner
Kansas
$301K +$300K +5,988 New
RA
38
RFG Advisory
Alabama
$231K -$50 -1 -0%
LIM
39
Leavell Investment Management
Alabama
$216K +$216K +4,300 New
PTC
40
Private Trust Company
Ohio
$67K – – –
PCM
41
Penserra Capital Management
California
$7K -$12.5K -249 -63%
Citadel Advisors
42
Citadel Advisors
Florida
– -$2.32M -46,187 Closed
1
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YEAR Hedge Fund Activity: Q3 2023 in Review

41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2023, worth a combined $507M — up 23% from $412M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YEAR positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $28.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.32M sold.

  • 41 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2023, up from 35 in Q2 2023.
  • Funds reported $507M of AB Ultra Short Income ETF stock for Q3 2023, up 23% quarter-over-quarter.
  • 7 funds opened new AB Ultra Short Income ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
  • The largest AB Ultra Short Income ETF buyer in Q3 2023 was AllianceBernstein, an estimated $28.4M added.
  • The largest AB Ultra Short Income ETF seller in Q3 2023 was Citadel Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q3 2023.