We are live on ! Find out more
YEAR icon

AB Ultra Short Income ETF
YEAR

67 hedge funds and large institutions have $1.06B invested in AB Ultra Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 13

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

6% more funds holding

Funds holding: 63 → 67 (+4)

6% more capital invested

Capital invested by funds: $1B → $1.06B (+$58M)

9.19% less ownership

Funds ownership: 96.01% → 86.83% (-9.2%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
38
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BAM
BOS Asset Management
Illinois
+$18.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$15.7M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
4
RJA
Raymond James & Associates
Florida
+$4.57M
5
PAG
Private Advisor Group
New Jersey
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
FA
Fermata Advisors
California
-$14.1M
2
KAS
Kestra Advisory Services
Texas
-$8.17M
3
Jane Street
Jane Street
New York
-$5.84M
4
KPWS
Kestra Private Wealth Services
Texas
-$1.62M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$1.28M -$691K -13,645 -35%
FTUS
27
Flow Traders U.S.
New York
$1.15M +$720K +14,215 +168%
LWA
28
Lowe Wealth Advisors
Maryland
$1.13M +$39.1K +773 +4%
NEWAS
29
N.E.W. Advisory Services
Wisconsin
$1.09M -$43.2K -854 -4%
Jane Street
30
Jane Street
New York
$954K -$5.84M -115,412 -86%
AIA
31
Accelerate Investment Advisors
California
$944K +$940K +18,569 New
Corient Private Wealth
32
Corient Private Wealth
Florida
$894K +$890K +17,582 New
PTC
33
Private Trust Company
Ohio
$864K – – –
SP
34
SWS Partners
Ohio
$856K -$169K -3,334 -17%
MML Investors Services
35
MML Investors Services
Massachusetts
$827K +$12.8K +252 +2%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$801K +$217K +4,278 +37%
GVAG
37
Great Valley Advisor Group
Delaware
$780K +$27.5K +543 +4%
LIM
38
Leavell Investment Management
Alabama
$765K +$90.2K +1,782 +13%
MA
39
MONECO Advisors
Connecticut
$713K +$710K +14,021 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$694K +$5.87K +116 +0.9%
CAM
41
Cozad Asset Management
Illinois
$669K +$443K +8,750 +198%
EWA
42
Encompass Wealth Advisors
Oregon
$661K +$9.32K +184 +1%
NA
43
NewEdge Advisors
Louisiana
$642K +$637K +12,588 +40,606%
FA
44
Fermata Advisors
California
$629K -$14.1M -278,804 -96%
AAS
45
Avantax Advisory Services
Texas
$604K +$17K +335 +3%
CWM
46
Cornerstone Wealth Management
Missouri
$538K +$70.5K +1,392 +15%
Lido Advisors
47
Lido Advisors
California
$508K – – –
Comerica Bank
48
Comerica Bank
Texas
$434K – – –
HH
49
Hilltop Holdings
Texas
$432K +$430K +8,500 New
QPW
50
Quantum Private Wealth
Florida
$420K -$50.5K -998 -11%
1
2
3

YEAR Hedge Fund Activity: Q3 2024 in Review

67 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2024, worth a combined $1.06B — up 5.8% from $1B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YEAR positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 13 trimmed.

The largest buyer was BOS Asset Management, adding an estimated $18.9M. The largest seller was Fermata Advisors, cutting an estimated $14.1M.

  • 67 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2024, up from 63 in Q2 2024.
  • Funds reported $1.06B of AB Ultra Short Income ETF stock for Q3 2024, up 5.8% quarter-over-quarter.
  • 11 funds opened new AB Ultra Short Income ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest AB Ultra Short Income ETF buyer in Q3 2024 was BOS Asset Management, an estimated $18.9M added.
  • The largest AB Ultra Short Income ETF seller in Q3 2024 was Fermata Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2024.