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AB Ultra Short Income ETF
YEAR

49 hedge funds and large institutions have $871M invested in AB Ultra Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

45% more capital invested

Capital invested by funds: $602M → $871M (+$268M)

11% more funds holding

Funds holding: 44 → 49 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.13% less ownership

Funds ownership: 96.22% → 95.09% (-1.1%)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
25
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$230M
2
LPL Financial
LPL Financial
California
+$17.3M
3
Wells Fargo
Wells Fargo
California
+$12.3M
4
Truist Financial
Truist Financial
North Carolina
+$2.85M
5
Mariner
Mariner
Kansas
+$2.78M

Top Sellers

Rank Fund Capital Flow
1
CWM
Centric Wealth Management
Illinois
-$3.48M
2
NEWAS
N.E.W. Advisory Services
Wisconsin
-$2.32M
3
BAM
BOS Asset Management
Illinois
-$2.27M
4
AFP
Ausdal Financial Partners
Iowa
-$1.71M
5
Jane Street
Jane Street
New York
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
26
Lowe Wealth Advisors
Maryland
$1M +$240K +4,765 +32%
CWM
27
Centric Wealth Management
Illinois
$895K -$3.48M -68,937 -80%
FGA
28
Fortis Group Advisors
New Jersey
$817K +$816K +16,179 New
IFG
29
Independent Financial Group
California
$810K +$808K +16,033 New
MML Investors Services
30
MML Investors Services
Massachusetts
$666K +$160K +3,173 +32%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$635K +$633K +12,561 New
EWA
32
Encompass Wealth Advisors
Oregon
$603K +$303 +6 +0.1%
GVAG
33
Great Valley Advisor Group
Delaware
$601K +$136K +2,700 +29%
AAS
34
Avantax Advisory Services
Texas
$567K +$85.9K +1,703 +18%
LIM
35
Leavell Investment Management
Alabama
$553K +$121K +2,405 +28%
WCG
36
Weaver Consulting Group
California
$543K +$101K +2,000 +23%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$535K +$62.7K +1,243 +13%
ACM
38
ADAR1 Capital Management
Texas
$505K – – –
Lido Advisors
39
Lido Advisors
California
$505K +$504K +10,000 New
QPW
40
Quantum Private Wealth
Florida
$468K +$101 +2 +0%
CWM
41
Cornerstone Wealth Management
Missouri
$463K +$807 +16 +0.2%
FTUS
42
Flow Traders U.S.
New York
$410K +$409K +8,109 New
RA
43
RFG Advisory
Alabama
$342K +$342K +6,774 New
FMTC
44
Farmers & Merchants Trust Company
California
$333K -$77.9K -1,544 -19%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$319K -$267K -5,295 -46%
MAM
46
MMA Asset Management
Pennsylvania
$172K +$172K +3,413 New
PTC
47
Private Trust Company
Ohio
$70.7K +$756 +15 +1%
Morgan Stanley
48
Morgan Stanley
New York
$12.2K +$12.2K +242 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$808 +$807 +16 New
Jane Street
50
Jane Street
New York
– -$1.43M -28,483 Closed
1
2
3

YEAR Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2024, worth a combined $871M — up 45% from $602M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new YEAR positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $230M. The largest seller was Centric Wealth Management, cutting an estimated $3.48M.

  • 49 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $871M of AB Ultra Short Income ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 10 funds opened new AB Ultra Short Income ETF positions in Q1 2024 and 5 closed out, a net change of +5 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2024 was AllianceBernstein, an estimated $230M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2024 was Centric Wealth Management, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2024.