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AB Ultra Short Income ETF
YEAR

44 hedge funds and large institutions have $602M invested in AB Ultra Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

19% more capital invested

Capital invested by funds: $507M → $602M (+$95.4M)

7% more funds holding

Funds holding: 41 → 44 (+3)

0.91% less ownership

Funds ownership: 97.13% → 96.22% (-0.91%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
7
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$91.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.9M
3
LPL Financial
LPL Financial
California
+$7.86M
4
AFP
Ausdal Financial Partners
Iowa
+$5.76M
5
DADC
D.A. Davidson & Co
Montana
+$4.36M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$10.1M
2
KAS
Kestra Advisory Services
Texas
-$9.28M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.95M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.29M
5
TC
Trilogy Capital
California
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
Encompass Wealth Advisors
Oregon
$600K +$104K +2,081 +21%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$584K -$90.5K -1,804 -13%
MML Investors Services
28
MML Investors Services
Massachusetts
$503K +$149K +2,974 +42%
ACM
29
ADAR1 Capital Management
Texas
$503K +$502K +10,000 New
AAS
30
Avantax Advisory Services
Texas
$479K +$23.3K +464 +5%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$470K -$1.1K -22 -0.2%
QPW
32
Quantum Private Wealth
Florida
$466K +$151 +3 +0%
GVAG
33
Great Valley Advisor Group
Delaware
$463K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$460K +$459K +9,156 New
WCG
35
Weaver Consulting Group
California
$440K – – –
LIM
36
Leavell Investment Management
Alabama
$432K +$213K +4,245 +99%
FMTC
37
Farmers & Merchants Trust Company
California
$409K +$17.2K +343 +4%
Mariner
38
Mariner
Kansas
$301K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$245K +$245K +4,881 New
IWM
40
IHT Wealth Management
Illinois
$207K -$125K -2,492 -38%
NA
41
NewEdge Advisors
Louisiana
$112K +$112K +2,223 New
PTC
42
Private Trust Company
Ohio
$69.7K +$2.51K +50 +4%
PCM
43
Penserra Capital Management
California
$7K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$50 +$50 +1 New
IWC
45
Integrated Wealth Concepts
Massachusetts
– -$1.3M -25,895 Closed
LNC
46
Lincoln National Corp
Pennsylvania
– -$1.03M -20,421 Closed
MTWM
47
Masso Torrence Wealth Management
New Jersey
– -$824K -16,418 Closed
RA
48
RFG Advisory
Alabama
– -$231K -4,600 Closed
1
2

YEAR Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2023, worth a combined $602M — up 19% from $507M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new YEAR positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $91.1M. The largest seller was Jane Street, cutting an estimated $10.1M.

  • 44 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2023, up from 41 in Q3 2023.
  • Funds reported $602M of AB Ultra Short Income ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 7 funds opened new AB Ultra Short Income ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
  • The largest AB Ultra Short Income ETF buyer in Q4 2023 was AllianceBernstein, an estimated $91.1M added.
  • The largest AB Ultra Short Income ETF seller in Q4 2023 was Jane Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2023.