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AB Ultra Short Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $1.3B invested in AB Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% 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
35
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$59.9M
2
WWM
Wagner Wealth Management
South Carolina
+$39.8M
3
WS
Wedbush Securities
California
+$17.8M
4
LPL Financial
LPL Financial
California
+$14.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$5.64M
2
OAM
Oppenheimer Asset Management
New York
-$4.83M
3
BAM
BOS Asset Management
Illinois
-$2.37M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.56M
5
FTUS
Flow Traders U.S.
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Nations Financial Group
Iowa
$2.63M +$37.5K +740 +1%
IWC
27
Integrated Wealth Concepts
Massachusetts
$2.62M -$426K -8,406 -14%
Citadel Advisors
28
Citadel Advisors
Florida
$1.87M -$23.1K -456 -1%
NA
29
NewEdge Advisors
Louisiana
$1.77M -$122K -2,412 -6%
GLA
30
Good Life Advisors
Pennsylvania
$1.65M +$189K +3,736 +13%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.41M +$48.1K +954 +4%
LWA
32
Lowe Wealth Advisors
Maryland
$1.4M +$55.8K +1,101 +4%
EA
33
Ellsworth Advisors
Ohio
$1.39M -$307K -6,055 -18%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$70.7K +1,396 +6%
UWM
35
USAdvisors Wealth Management
Minnesota
$1.32M +$160K +3,166 +14%
WA
36
WPG Advisers
Maryland
$1.26M -$505K -9,965 -29%
TC
37
Trilogy Capital
California
$1.07M -$410K -8,090 -28%
AW
38
Alteri Wealth
California
$1.01M +$756K +14,918 +301%
VA
39
VestGen Advisors
Illinois
$968K +$968K +19,100 New
TF
40
TME Financial
California
$920K +$79.5K +1,569 +9%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$902K +$902K +17,797 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$885K +$885K +17,466 New
CAM
43
Cozad Asset Management
Illinois
$877K +$36.8K +726 +4%
PTC
44
Private Trust Company
Ohio
$814K -$28.2K -556 -3%
QPW
45
Quantum Private Wealth
Florida
$774K +$101K +2,002 +15%
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$770K +$16.6K +327 +2%
GVAG
47
Great Valley Advisor Group
Delaware
$735K – – –
EWA
48
Encompass Wealth Advisors
Oregon
$654K +$1.82K +36 +0.3%
EH
49
Equitable Holdings
New York
$638K +$325K +6,414 +104%
AAS
50
Avantax Advisory Services
Texas
$632K +$4.41K +87 +0.7%
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