AB Ultra Short Income ETF
YEAR
49 hedge funds and large institutions have $871M invested in AB Ultra Short Income ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
92% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 13
45% more capital invested
Capital invested by funds: $602M → $871M (+$268M)
11% more funds holding
Funds holding: 44 → 49 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.13% less ownership
Funds ownership: 96.22% → 95.09% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$230M |
| 2 |
LPL Financial
San Diego,
California
|
+$17.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$12.3M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.85M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$2.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Centric Wealth Management
Chicago,
Illinois
|
-$3.48M |
| 2 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$2.32M |
| 3 |
BAM
BOS Asset Management
Springfield,
Illinois
|
-$2.27M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$1.71M |
| 5 |
Jane Street
New York
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
51
WealthPLAN Partners
Omaha,
Nebraska
| – | -$1.3M | -25,782 | Closed |
|
52
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$245K | -4,881 | Closed |
|
|
PCM
53
Penserra Capital Management
Orinda,
California
| – | -$7K | -147 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$50 | -1 | Closed |
|
YEAR Hedge Fund Activity: Q1 2024 in Review
49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2024, worth a combined $871M — up 45% from $602M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new YEAR positions and 5 closed out — a net gain of 5 holders — while 25 added to existing stakes and 13 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $230M. The largest seller was Centric Wealth Management, cutting an estimated $3.48M.
- 49 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2024, up from 44 in Q4 2023.
- Funds reported $871M of AB Ultra Short Income ETF stock for Q1 2024, up 45% quarter-over-quarter.
- 10 funds opened new AB Ultra Short Income ETF positions in Q1 2024 and 5 closed out, a net change of +5 holders.
- The largest AB Ultra Short Income ETF buyer in Q1 2024 was AllianceBernstein, an estimated $230M added.
- The largest AB Ultra Short Income ETF seller in Q1 2024 was Centric Wealth Management, an estimated $3.48M sold.
Based on aggregated 13F filings for Q1 2024.