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AB Ultra Short Income ETF

77 hedge funds and large institutions have $1.31B invested in AB Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$165M)

4% more funds holding

Funds holding: 7477 (+3)

0.06% less ownership

Funds ownership: 89.98%89.92% (-0.06%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
36
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$2.63M +$37.4K +740 +1%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.62M -$425K -8,406 -14%
Citadel Advisors
28
Citadel Advisors
Florida
$1.87M -$23K -456 -1%
SA
29
Sanctuary Advisors
Indiana
$1.78M +$148K +2,933 +9%
NA
30
NewEdge Advisors
Louisiana
$1.77M -$122K -2,412 -6%
GLA
31
Good Life Advisors
Pennsylvania
$1.65M +$189K +3,736 +13%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$48.2K +954 +4%
LWA
33
Lowe Wealth Advisors
Maryland
$1.4M +$55.6K +1,101 +4%
EA
34
Ellsworth Advisors
Ohio
$1.39M -$306K -6,055 -18%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$70.5K +1,396 +6%
UWM
36
USAdvisors Wealth Management
Minnesota
$1.32M +$160K +3,166 +14%
WA
37
WPG Advisers
Maryland
$1.26M -$503K -9,965 -29%
IFG
38
Independent Financial Group
California
$1.16M -$561K -11,108 -33%
TC
39
Trilogy Capital
California
$1.07M -$409K -8,090 -28%
AW
40
Alteri Wealth
California
$1.01M +$754K +14,918 +301%
VA
41
VestGen Advisors
Illinois
$968K +$965K +19,100 New
TF
42
TME Financial
California
$920K +$79.3K +1,569 +9%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$902K +$899K +17,797 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$885K +$882K +17,466 New
CAM
45
Cozad Asset Management
Illinois
$877K +$36.7K +726 +4%
PTC
46
Private Trust Company
Ohio
$814K -$28.1K -556 -3%
QPW
47
Quantum Private Wealth
Florida
$774K +$101K +2,002 +15%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$770K +$16.5K +327 +2%
GVAG
49
Great Valley Advisor Group
Delaware
$735K
EWA
50
Encompass Wealth Advisors
Oregon
$654K +$1.82K +36 +0.3%

YEAR Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2025, worth a combined $1.31B — up 14% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YEAR positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $59.8M. The largest seller was IHT Wealth Management, cutting an estimated $5.63M.

  • 77 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $1.31B of AB Ultra Short Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 11 funds opened new AB Ultra Short Income ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest AB Ultra Short Income ETF buyer in Q2 2025 was AllianceBernstein, an estimated $59.8M added.
  • The largest AB Ultra Short Income ETF seller in Q2 2025 was IHT Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2025.