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AB Ultra Short Income ETF
YEAR

87 hedge funds and large institutions have $1.26B invested in AB Ultra Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

2% more funds holding

Funds holding: 85 → 87 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.28B → $1.26B (-$18.4M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

3.66% less ownership

Funds ownership: 89.13% → 85.46% (-3.7%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$13M
2
KAM
Kensington Asset Management
Texas
+$10.3M
3
Bank of America
Bank of America
North Carolina
+$9.21M
4
LPL Financial
LPL Financial
California
+$6.03M
5
HAG
HighPoint Advisor Group
Illinois
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$42.2M
2
Goldman Sachs
Goldman Sachs
New York
-$9.68M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$5.95M
4
Mariner
Mariner
Kansas
-$5.81M
5
Jane Street
Jane Street
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
26
Atlas Private Wealth Advisors
New Jersey
$2.56M -$538K -10,651 -17%
FHA
27
Flagship Harbor Advisors
Massachusetts
$2.45M +$6.16K +122 +0.3%
SA
28
Sanctuary Advisors
Indiana
$2.41M +$59.7K +1,183 +3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.94M -$90.2K -1,786 -4%
HWM
30
Horizon Wealth Management
Illinois
$1.43M +$465K +9,212 +48%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.42M -$103K -2,032 -7%
NA
32
NewEdge Advisors
Louisiana
$1.38M -$567K -11,218 -29%
CIA
33
Concurrent Investment Advisors
Florida
$1.37M -$150K -2,968 -10%
EH
34
Equitable Holdings
New York
$1.32M +$297K +5,875 +29%
WFP
35
Welch Financial Planning
Colorado
$1.32M +$9.24K +183 +0.7%
WAP
36
Wealthcare Advisory Partners
Pennsylvania
$1.27M -$16K -317 -1%
EWA
37
EverSource Wealth Advisors
Alabama
$1.1M +$403K +7,974 +57%
UWM
38
USAdvisors Wealth Management
Minnesota
$1.02M -$66.1K -1,308 -6%
CH
39
CDKV Holdings
Colorado
$1.01M -$6.92K -137 -0.7%
MOS
40
MGO One Seven
Ohio
$994K +$227K +4,500 +30%
MCM
41
MAI Capital Management
Ohio
$992K -$216K -4,278 -18%
TC
42
Trilogy Capital
California
$928K -$27.5K -545 -3%
TF
43
TME Financial
California
$893K -$19.9K -395 -2%
P
44
&Partners
Tennessee
$886K +$886K +17,553 New
TWM
45
Tortuga Wealth Management
California
$767K +$167K +3,300 +28%
SPIA
46
Steward Partners Investment Advisory
New York
$766K -$64K -1,268 -8%
DWA
47
Davis Wealth Advisors
New Hampshire
$756K – – –
AWA
48
Arkadios Wealth Advisors
Georgia
$739K +$739K +14,642 New
QPW
49
Quantum Private Wealth
Florida
$719K -$265K -5,250 -27%
PTC
50
Private Trust Company
Ohio
$717K -$155K -3,075 -18%
1
2
3 4

YEAR Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2026, worth a combined $1.26B — down 1.4% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YEAR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $42.2M.

  • 87 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $1.26B of AB Ultra Short Income ETF stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 9 funds opened new AB Ultra Short Income ETF positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2026 was IHT Wealth Management, an estimated $13M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2026 was Flow Traders U.S., an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2026.