AB Ultra Short Income ETF
YEAR
77 hedge funds and large institutions have $1.07B invested in AB Ultra Short Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
70% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 20
15% more funds holding
Funds holding: 67 → 77 (+10)
4.45% more ownership
Funds ownership: 86.83% → 91.28% (+4.5%)
1% more capital invested
Capital invested by funds: $1.06B → $1.07B (+$6.77M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14.6M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$12.8M |
| 3 |
MWM
Moran Wealth Management
Naples,
Florida
|
+$5.36M |
| 4 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$2.24M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$35.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.64M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.31M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$1.15M |
| 5 |
SP
SWS Partners
Columbus,
Ohio
|
-$856K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
76
Westside Investment Management
Santa Monica,
California
| $9.06K | – | – | – |
|
|
VWM
77
Venturi Wealth Management
Austin,
Texas
| $2.22K | +$2.22K | +44 | New |
|
|
FTUS
78
Flow Traders U.S.
New York
| – | -$1.15M | -22,653 | Closed |
|
|
SP
79
SWS Partners
Columbus,
Ohio
| – | -$856K | -16,833 | Closed |
|
80
Citadel Advisors
Miami,
Florida
| – | -$333K | -6,549 | Closed |
|
|
UWS
81
Unique Wealth Strategies
Burr Ridge,
Illinois
| – | -$293K | -5,766 | Closed |
|
|
BAM
82
Belpointe Asset Management
Reno,
Nevada
| – | -$37.5K | -738 | Closed |
|
YEAR Hedge Fund Activity: Q4 2024 in Review
77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2024, worth a combined $1.07B — up 0.64% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new YEAR positions and 5 closed out — a net gain of 12 holders — while 34 added to existing stakes and 20 trimmed.
The largest buyer was LPL Financial, adding an estimated $14.6M. The largest seller was AllianceBernstein, cutting an estimated $35.1M.
- 77 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2024, up from 67 in Q3 2024.
- Funds reported $1.07B of AB Ultra Short Income ETF stock for Q4 2024, up 0.64% quarter-over-quarter.
- 17 funds opened new AB Ultra Short Income ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
- The largest AB Ultra Short Income ETF buyer in Q4 2024 was LPL Financial, an estimated $14.6M added.
- The largest AB Ultra Short Income ETF seller in Q4 2024 was AllianceBernstein, an estimated $35.1M sold.
Based on aggregated 13F filings for Q4 2024.