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AB Ultra Short Income ETF
YEAR

63 hedge funds and large institutions have $1B invested in AB Ultra Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more funds holding

Funds holding: 49 → 63 (+14)

15% more capital invested

Capital invested by funds: $871M → $1B (+$131M)

0.92% more ownership

Funds ownership: 95.09% → 96.01% (+0.92%)

Holders
63
Holders Change
+14
Holders Change %
+28.57%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
32
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$60.1M
2
LPL Financial
LPL Financial
California
+$21.9M
3
FA
Fermata Advisors
California
+$14.7M
4
Wells Fargo
Wells Fargo
California
+$10.9M
5
Jane Street
Jane Street
New York
+$6.76M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$4.41M
2
NA
NewEdge Advisors
Louisiana
-$2.87M
3
EA
Ellsworth Advisors
Ohio
-$2.12M
4
FGA
Fortis Group Advisors
New Jersey
-$817K
5
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$319K +$302 +6 +0.1%
FMTC
52
Farmers & Merchants Trust Company
California
$308K -$24.6K -489 -7%
WCG
53
Weaver Consulting Group
California
$278K -$265K -5,250 -49%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$270K +$269K +5,342 New
CAM
55
Cozad Asset Management
Illinois
$223K +$222K +4,415 New
IWC
56
Integrated Wealth Concepts
Massachusetts
$201K +$200K +3,973 New
UWS
57
Unique Wealth Strategies
Illinois
$82.1K +$81.9K +1,625 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$21K +$21K +416 New
Morgan Stanley
59
Morgan Stanley
New York
$12.2K -$50 -1 -0.4%
PCM
60
Penserra Capital Management
California
$8K +$7.91K +157 New
UBS Group
61
UBS Group
Switzerland
$2.42K +$2.42K +48 New
NA
62
NewEdge Advisors
Louisiana
$1.57K -$2.87M -56,898 -100%
ANBT
63
American National Bank & Trust
Texas
$505 +$504 +10 New
FGA
64
Fortis Group Advisors
New Jersey
– -$817K -16,179 Closed
MAM
65
MMA Asset Management
Pennsylvania
– -$172K -3,413 Closed
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
– -$808 -16 Closed
1 2
3

YEAR Hedge Fund Activity: Q2 2024 in Review

63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2024, worth a combined $1B — up 15% from $871M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new YEAR positions and 3 closed out — a net gain of 14 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $60.1M. The largest seller was Osaic Holdings, cutting an estimated $4.41M.

  • 63 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2024, up from 49 in Q1 2024.
  • Funds reported $1B of AB Ultra Short Income ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 17 funds opened new AB Ultra Short Income ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
  • The largest AB Ultra Short Income ETF buyer in Q2 2024 was AllianceBernstein, an estimated $60.1M added.
  • The largest AB Ultra Short Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.41M sold.

Based on aggregated 13F filings for Q2 2024.