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AB Ultra Short Income ETF
YEAR

63 hedge funds and large institutions have $1B invested in AB Ultra Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more funds holding

Funds holding: 49 → 63 (+14)

15% more capital invested

Capital invested by funds: $871M → $1B (+$131M)

0.92% more ownership

Funds ownership: 95.09% → 96.01% (+0.92%)

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$60.1M
2
LPL Financial
LPL Financial
California
+$21.9M
3
FA
Fermata Advisors
California
+$14.7M
4
Wells Fargo
Wells Fargo
California
+$10.9M
5
Jane Street
Jane Street
New York
+$6.76M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.41M
2
NA
NewEdge Advisors
Louisiana
-$2.87M
3
EA
Ellsworth Advisors
Ohio
-$2.12M
4
FGA
Fortis Group Advisors
New Jersey
-$817K
5
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.26M +$1.26M +24,933 New
RJA
27
Raymond James & Associates
Florida
$1.23M +$1.22M +24,279 New
NEWAS
28
N.E.W. Advisory Services
Wisconsin
$1.12M -$161K -3,202 -13%
LWA
29
Lowe Wealth Advisors
Maryland
$1.08M +$76.6K +1,520 +8%
SP
30
SWS Partners
Ohio
$1.02M +$1.02M +20,167 New
CWM
31
Centric Wealth Management
Illinois
$942K +$42.6K +845 +5%
PTC
32
Private Trust Company
Ohio
$858K +$785K +15,583 +1,113%
MML Investors Services
33
MML Investors Services
Massachusetts
$809K +$143K +2,833 +21%
GVAG
34
Great Valley Advisor Group
Delaware
$748K +$146K +2,902 +24%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$684K +$49.4K +980 +8%
LIM
36
Leavell Investment Management
Alabama
$670K +$116K +2,312 +21%
EWA
37
Encompass Wealth Advisors
Oregon
$647K +$44.6K +886 +7%
SA
38
Sanctuary Advisors
Indiana
$614K +$614K +12,187 New
AAS
39
Avantax Advisory Services
Texas
$583K +$15.6K +309 +3%
WAP
40
Wealthcare Advisory Partners
Pennsylvania
$580K +$44.5K +883 +8%
HWM
41
HB Wealth Management
Georgia
$535K +$534K +10,599 New
Citadel Advisors
42
Citadel Advisors
Florida
$532K +$531K +10,539 New
ACM
43
ADAR1 Capital Management
Texas
$505K – – –
Lido Advisors
44
Lido Advisors
California
$505K – – –
QPW
45
Quantum Private Wealth
Florida
$468K +$101 +2 +0%
CWM
46
Cornerstone Wealth Management
Missouri
$464K +$806 +16 +0.2%
Comerica Bank
47
Comerica Bank
Texas
$431K +$430K +8,540 New
FTUS
48
Flow Traders U.S.
New York
$426K +$16.6K +329 +4%
WWMSC
49
Wagner Wealth Management (South Carolina)
South Carolina
$401K -$606K -12,023 -60%
RA
50
RFG Advisory
Alabama
$341K -$1.26K -25 -0.4%
1
2
3

YEAR Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2024, worth a combined $1B — up 15% from $871M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new YEAR positions and 3 closed out — a net gain of 14 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $60.1M. The largest seller was Osaic Holdings, cutting an estimated $4.41M.

  • 63 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $1B of AB Ultra Short Income ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 17 funds opened new AB Ultra Short Income ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest AB Ultra Short Income ETF buyer in Q2 2024 was AllianceBernstein, an estimated $60.1M added.
  • The largest AB Ultra Short Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2024.