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AB Ultra Short Income ETF
YEAR

85 hedge funds and large institutions have $1.28B invested in AB Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

15% more funds holding

Funds holding: 74 → 85 (+11)

5.7% more ownership

Funds ownership: 83.42% → 89.13% (+5.7%)

4% more capital invested

Capital invested by funds: $1.23B → $1.28B (+$47.9M)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
35
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$42.9M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$9.31M
3
Wells Fargo
Wells Fargo
California
+$8.09M
4
Goldman Sachs
Goldman Sachs
New York
+$5.84M
5
Raymond James Financial
Raymond James Financial
Florida
+$4.38M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$20.5M
2
KAS
Kestra Advisory Services
Texas
-$5.51M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.51M
4
MWM
Moran Wealth Management
Florida
-$3.45M
5
Mariner
Mariner
Kansas
-$3.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
26
Atlas Private Wealth Advisors
New Jersey
$3.1M -$1.98M -39,040 -39%
GRP
27
Global Retirement Partners
California
$3.07M +$3.07M +60,750 New
Bank of America
28
Bank of America
North Carolina
$2.68M +$2.68M +53,045 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$2.44M +$2.63K +52 +0.1%
SA
30
Sanctuary Advisors
Indiana
$2.35M +$75.5K +1,492 +3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$2.03M +$1.18M +23,396 +139%
NA
32
NewEdge Advisors
Louisiana
$1.95M -$193K -3,811 -9%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.53M +$205K +4,054 +15%
CIA
34
Concurrent Investment Advisors
Florida
$1.52M +$558K +11,037 +58%
HAG
35
HighPoint Advisor Group
Illinois
$1.39M +$1.39M +27,526 New
WFP
36
Welch Financial Planning
Colorado
$1.31M +$1.31M +25,892 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$1.29M -$35.7K -705 -3%
MCM
38
MAI Capital Management
Ohio
$1.21M +$1.21M +23,928 New
UWM
39
USAdvisors Wealth Management
Minnesota
$1.09M -$244K -4,819 -18%
WA
40
WPG Advisers
Maryland
$1.04M -$317K -6,274 -23%
EH
41
Equitable Holdings
New York
$1.02M +$118K +2,338 +13%
CH
42
CDKV Holdings
Colorado
$1.02M +$1.02M +20,240 New
QPW
43
Quantum Private Wealth
Florida
$984K -$963K -19,027 -49%
HWM
44
Horizon Wealth Management
Illinois
$961K +$207K +4,086 +27%
TC
45
Trilogy Capital
California
$956K -$115K -2,264 -11%
TF
46
TME Financial
California
$913K -$38.7K -765 -4%
PTC
47
Private Trust Company
Ohio
$872K +$60.7K +1,200 +7%
CAM
48
Cozad Asset Management
Illinois
$846K +$506 +10 +0.1%
SPIA
49
Steward Partners Investment Advisory
New York
$830K +$569K +11,250 +217%
MOS
50
MGO One Seven
Ohio
$767K -$20.2K -400 -3%
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YEAR Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2025, worth a combined $1.28B — up 3.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEAR positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $42.9M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 85 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $1.28B of AB Ultra Short Income ETF stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 22 funds opened new AB Ultra Short Income ETF positions in Q4 2025 and 9 closed out, a net change of +13 holders.
  • The largest AB Ultra Short Income ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $42.9M added.
  • The largest AB Ultra Short Income ETF seller in Q4 2025 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2025.