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AB Ultra Short Income ETF

74 hedge funds and large institutions have $1.23B invested in AB Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% less funds holding

Funds holding: 7774 (-3)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$72.9M)

6.5% less ownership

Funds ownership: 89.92%83.42% (-6.5%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
35
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
51
Independent Financial Group
California
$656K -$500K -9,883 -43%
MAM
52
MMA Asset Management
Pennsylvania
$566K +$306K +6,056 +119%
EA
53
Ellsworth Advisors
Ohio
$547K -$838K -16,574 -61%
GCA
54
Greenwood Capital Associates
South Carolina
$501K +$500K +9,891 New
LIM
55
Leavell Investment Management
Alabama
$496K +$23.5K +464 +5%
Comerica Bank
56
Comerica Bank
Texas
$440K
LFA
57
Laraway Financial Advisors
Minnesota
$421K +$36.2K +715 +9%
GA
58
Guerra Advisors
Florida
$419K -$168K -3,325 -29%
MML Investors Services
59
MML Investors Services
Massachusetts
$309K -$243K -4,798 -44%
MFG
60
Merit Financial Group
Georgia
$277K +$2.28K +45 +0.8%
CA
61
Claro Advisors
Massachusetts
$274K +$30.9K +611 +13%
SPIA
62
Steward Partners Investment Advisory
New York
$263K -$356K -7,033 -58%
FMTC
63
Farmers & Merchants Trust Company
California
$260K -$1.31K -26 -0.5%
CWM
64
Cornerstone Wealth Management
Missouri
$256K -$301K -5,950 -54%
AIA
65
Accelerate Investment Advisors
California
$242K -$1.82K -36 -0.7%
RA
66
RFG Advisory
Alabama
$239K -$223K -4,409 -48%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$222K +$221K +4,377 New
RIL
68
Rothschild Investment LLC
Illinois
$201K -$24K -475 -11%
SAM
69
S.A. Mason
Michigan
$119K
CTA
70
Colonial Trust Advisors
South Carolina
$84.9K
CIAS
71
Capital Investment Advisory Services
North Carolina
$14.8K +$152 +3 +1%
WIM
72
Westside Investment Management
California
$9.12K
EWP
73
Elevation Wealth Partners
California
$6.28K +$6.27K +124 New
Morgan Stanley
74
Morgan Stanley
New York
$68 -$15.2K -301 -100%
WWMSC
75
Wagner Wealth Management (South Carolina)
South Carolina
-$40.2M -793,289 Closed

YEAR Hedge Fund Activity: Q3 2025 in Review

74 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2025, worth a combined $1.23B — down 5.6% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of YEAR and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.

The largest buyer was Kensington Asset Management, adding an estimated $20.1M. The largest seller was AllianceBernstein, cutting an estimated $56.2M.

  • 74 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2025, down from 77 in Q2 2025.
  • Funds reported $1.23B of AB Ultra Short Income ETF stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 7 funds opened new AB Ultra Short Income ETF positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest AB Ultra Short Income ETF buyer in Q3 2025 was Kensington Asset Management, an estimated $20.1M added.
  • The largest AB Ultra Short Income ETF seller in Q3 2025 was AllianceBernstein, an estimated $56.2M sold.

Based on aggregated 13F filings for Q3 2025.