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AB Ultra Short Income ETF

77 hedge funds and large institutions have $1.31B invested in AB Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$165M)

4% more funds holding

Funds holding: 7477 (+3)

0.06% less ownership

Funds ownership: 89.98%89.92% (-0.06%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% 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
36
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
51
Equitable Holdings
New York
$638K +$324K +6,414 +104%
AAS
52
Avantax Advisory Services
Texas
$632K +$4.39K +87 +0.7%
SPIA
53
Steward Partners Investment Advisory
New York
$620K +$499K +9,870 +418%
GA
54
Guerra Advisors
Florida
$587K +$241K +4,774 +70%
CIA
55
Concurrent Investment Advisors
Florida
$581K -$19.4K -385 -3%
CWM
56
Cornerstone Wealth Management
Missouri
$557K -$4.65K -92 -0.8%
MML Investors Services
57
MML Investors Services
Massachusetts
$552K +$758 +15 +0.1%
LIM
58
Leavell Investment Management
Alabama
$473K -$17.7K -350 -4%
RA
59
RFG Advisory
Alabama
$463K +$48.4K +958 +12%
Comerica Bank
60
Comerica Bank
Texas
$439K -$23.2K -459 -5%
HH
61
Hilltop Holdings
Texas
$415K -$41.4K -820 -9%
LFA
62
Laraway Financial Advisors
Minnesota
$385K -$52K -1,029 -12%
UBS Group
63
UBS Group
Switzerland
$340K +$339K +6,718 New
MFG
64
Merit Financial Group
Georgia
$275K +$2.37K +47 +0.9%
FMTC
65
Farmers & Merchants Trust Company
California
$261K -$15.6K -309 -6%
MAM
66
MMA Asset Management
Pennsylvania
$259K -$5.46K -108 -2%
BAM
67
Belpointe Asset Management
Nevada
$258K -$49.1K -973 -16%
AIA
68
Accelerate Investment Advisors
California
$244K -$11K -218 -4%
CA
69
Claro Advisors
Massachusetts
$243K +$243K +4,804 New
RIL
70
Rothschild Investment LLC
Illinois
$225K +$162K +3,200 +256%
Lido Advisors
71
Lido Advisors
California
$203K
SAM
72
S.A. Mason
Michigan
$119K +$119K +2,353 New
CTA
73
Colonial Trust Advisors
South Carolina
$84.9K +$84.6K +1,675 New
Morgan Stanley
74
Morgan Stanley
New York
$15.3K -$51 -1 -0.3%
CIAS
75
Capital Investment Advisory Services
North Carolina
$14.7K -$2.73K -54 -16%

YEAR Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2025, worth a combined $1.31B — up 14% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YEAR positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $59.8M. The largest seller was IHT Wealth Management, cutting an estimated $5.63M.

  • 77 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $1.31B of AB Ultra Short Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 11 funds opened new AB Ultra Short Income ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest AB Ultra Short Income ETF buyer in Q2 2025 was AllianceBernstein, an estimated $59.8M added.
  • The largest AB Ultra Short Income ETF seller in Q2 2025 was IHT Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2025.