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AB Ultra Short Income ETF
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Overview Fund Activity

48 hedge funds and large institutions have $870M invested in AB Ultra Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$601M
2
LPL Financial
2
LPL Financial
California
$111M
3
Wells Fargo
3
Wells Fargo
California
$13M
4
Truist Financial
4
Truist Financial
North Carolina
$15.2M
5
Mariner
5
Mariner
Kansas
$3.08M

Top Sellers

1
CWM
1
Centric Wealth Management
Illinois
$895K
2
NEWAS
2
N.E.W. Advisory Services
Wisconsin
$1.28M
3
BAM
3
BOS Asset Management
Illinois
$13M
4
AFP
4
Ausdal Financial Partners
Iowa
$5.3M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
26
Lowe Wealth Advisors
Maryland
$1M +$241K +4,765 +32%
CWM
27
Centric Wealth Management
Illinois
$895K -$3.47M -68,937 -80%
FGA
28
Fortis Group Advisors
New Jersey
$817K +$817K +16,179 New
MML Investors Services
29
MML Investors Services
Massachusetts
$666K +$160K +3,173 +32%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$635K +$635K +12,561 New
EWA
31
Encompass Wealth Advisors
Oregon
$603K +$303 +6 +0.1%
GVAG
32
Great Valley Advisor Group
Delaware
$601K +$136K +2,700 +29%
AAS
33
Avantax Advisory Services
Texas
$567K +$86K +1,703 +18%
LIM
34
Leavell Investment Management
Alabama
$553K +$121K +2,405 +28%
WCG
35
Weaver Consulting Group
California
$543K +$101K +2,000 +23%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$535K +$62.8K +1,243 +13%
ACM
37
ADAR1 Capital Management
Texas
$505K – – –
Lido Advisors
38
Lido Advisors
California
$505K +$505K +10,000 New
QPW
39
Quantum Private Wealth
Florida
$468K +$101 +2 +0%
CWM
40
Cornerstone Wealth Management
Missouri
$463K +$808 +16 +0.2%
FTUS
41
Flow Traders U.S.
New York
$410K +$410K +8,109 New
RA
42
RFG Advisory
Alabama
$342K +$342K +6,774 New
FMTC
43
Farmers & Merchants Trust Company
California
$333K -$78K -1,544 -19%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$319K -$268K -5,295 -46%
MAM
45
MMA Asset Management
Pennsylvania
$172K +$172K +3,413 New
PTC
46
Private Trust Company
Ohio
$70.7K +$758 +15 +1%
Morgan Stanley
47
Morgan Stanley
New York
$12.2K +$12.2K +242 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$808 +$808 +16 New
Jane Street
49
Jane Street
New York
– -$1.43M -28,483 Closed
WP
50
WealthPLAN Partners
Nebraska
– -$1.3M -25,782 Closed
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