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AB Ultra Short Income ETF

85 hedge funds and large institutions have $1.28B invested in AB Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

15% more funds holding

Funds holding: 7485 (+11)

5.7% more ownership

Funds ownership: 83.42%89.13% (+5.7%)

4% more capital invested

Capital invested by funds: $1.23B → $1.28B (+$47.9M)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
35
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
51
Davis Wealth Advisors
New Hampshire
$756K +$758K +14,976 New
EWA
52
EverSource Wealth Advisors
Alabama
$700K +$702K +13,871 New
EWA
53
Encompass Wealth Advisors
Oregon
$686K +$31.5K +623 +5%
AW
54
Alteri Wealth
California
$626K -$582K -11,493 -48%
TWM
55
Tortuga Wealth Management
California
$600K +$602K +11,893 New
GVAG
56
Great Valley Advisor Group
Delaware
$594K -$93.6K -1,850 -14%
CAM
57
Cresset Asset Management
Illinois
$580K +$579K +11,440 New
MML Investors Services
58
MML Investors Services
Massachusetts
$553K +$246K +4,869 +80%
LIM
59
Leavell Investment Management
Alabama
$461K -$35.4K -700 -7%
Comerica Bank
60
Comerica Bank
Texas
$456K +$17.9K +353 +4%
CA
61
Claro Advisors
Massachusetts
$449K +$176K +3,488 +64%
LFA
62
Laraway Financial Advisors
Minnesota
$430K +$10.4K +205 +2%
EA
63
Ellsworth Advisors
Ohio
$430K -$116K -2,301 -21%
CWM
64
Cornerstone Wealth Management
Missouri
$397K +$142K +2,814 +56%
IWC
65
Integrated Wealth Concepts
Massachusetts
$392K -$309K -6,100 -44%
IFG
66
Independent Financial Group
California
$385K -$269K -5,310 -41%
RA
67
RFG Advisory
Alabama
$366K +$128K +2,526 +53%
NLP
68
Next Level Private
New York
$351K +$352K +6,959 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$312K +$312K +6,172 New
OC
70
Oppenheimer & Co
New York
$308K +$309K +6,099 New
MAM
71
MMA Asset Management
Pennsylvania
$302K -$262K -5,175 -46%
MFG
72
Merit Financial Group
Georgia
$276K +$354 +7 +0.1%
CAG
73
Centerpoint Advisory Group
Kansas
$254K +$255K +5,040 New
SF
74
Sun Financial
Utah
$254K +$255K +5,032 New
RIL
75
Rothschild Investment LLC
Illinois
$251K +$50.6K +1,000 +25%

YEAR Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2025, worth a combined $1.28B — up 3.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEAR positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $42.9M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 85 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $1.28B of AB Ultra Short Income ETF stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 22 funds opened new AB Ultra Short Income ETF positions in Q4 2025 and 9 closed out, a net change of +13 holders.
  • The largest AB Ultra Short Income ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $42.9M added.
  • The largest AB Ultra Short Income ETF seller in Q4 2025 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2025.