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AB Ultra Short Income ETF
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Overview Fund Activity

61 hedge funds and large institutions have $998M invested in AB Ultra Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+13
Holders Change %
+27.08%
% of All Funds
0.89%
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
31
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$662M
2
LPL Financial
2
LPL Financial
California
$133M
3
FA
3
Fermata Advisors
California
$14.7M
4
Wells Fargo
4
Wells Fargo
California
$23.9M
5
Jane Street
5
Jane Street
New York
$6.78M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$12.6M
2
NA
2
NewEdge Advisors
Louisiana
$1.57K
3
EA
3
Ellsworth Advisors
Ohio
$2.76M
4
FGA
4
Fortis Group Advisors
New Jersey
$0
5
WWM
5
Wagner Wealth Management
South Carolina
$401K
Name Holding Trade Value Shares
Change 		Shares
Change %
NEWAS
26
N.E.W. Advisory Services
Wisconsin
$1.12M -$162K -3,202 -13%
LWA
27
Lowe Wealth Advisors
Maryland
$1.08M +$76.8K +1,520 +8%
SP
28
SWS Partners
Ohio
$1.02M +$1.02M +20,167 New
CWM
29
Centric Wealth Management
Illinois
$942K +$42.8K +845 +5%
PTC
30
Private Trust Company
Ohio
$858K +$787K +15,583 +1,113%
MML Investors Services
31
MML Investors Services
Massachusetts
$809K +$143K +2,833 +21%
GVAG
32
Great Valley Advisor Group
Delaware
$748K +$147K +2,902 +24%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$684K +$49.5K +980 +8%
LIM
34
Leavell Investment Management
Alabama
$670K +$117K +2,312 +21%
EWA
35
Encompass Wealth Advisors
Oregon
$647K +$44.8K +886 +7%
SA
36
Sanctuary Advisors
Indiana
$614K +$614K +12,187 New
AAS
37
Avantax Advisory Services
Texas
$583K +$15.6K +309 +3%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$580K +$44.6K +883 +8%
HWM
39
HB Wealth Management
Georgia
$535K +$535K +10,599 New
Citadel Advisors
40
Citadel Advisors
Florida
$532K +$532K +10,539 New
Lido Advisors
41
Lido Advisors
California
$505K – – –
ACM
42
ADAR1 Capital Management
Texas
$505K – – –
QPW
43
Quantum Private Wealth
Florida
$468K +$101 +2 +0%
CWM
44
Cornerstone Wealth Management
Missouri
$464K +$808 +16 +0.2%
Comerica Bank
45
Comerica Bank
Texas
$431K +$431K +8,540 New
FTUS
46
Flow Traders U.S.
New York
$426K +$16.6K +329 +4%
WWM
47
Wagner Wealth Management
South Carolina
$401K -$607K -12,023 -60%
RA
48
RFG Advisory
Alabama
$341K -$1.26K -25 -0.4%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$319K +$303 +6 +0.1%
FMTC
50
Farmers & Merchants Trust Company
California
$308K -$24.7K -489 -7%
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