AB Ultra Short Income ETF
YEAR
74 hedge funds and large institutions have $1.14B invested in AB Ultra Short Income ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 11 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
7% more capital invested
Capital invested by funds: $1.07B → $1.14B (+$75.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.3% less ownership
Funds ownership: 91.28% → 89.98% (-1.3%)
4% less funds holding
Funds holding: 77 → 74 (-3)
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$56.4M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$20.8M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.8M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$5.26M |
| 5 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$5.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$9.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.31M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$7.07M |
| 4 |
MWM
Moran Wealth Management
Naples,
Florida
|
-$5.34M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$2.92M | -58,044 | Closed |
|
|
IAA
77
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1M | -19,870 | Closed |
|
|
MSFS
78
Main Street Financial Solutions
Newtown,
Pennsylvania
| – | -$766K | -15,210 | Closed |
|
|
MA
79
MONECO Advisors
Fairfield,
Connecticut
| – | -$606K | -12,038 | Closed |
|
80
Corient Private Wealth
Miami,
Florida
| – | -$448K | -8,897 | Closed |
|
|
OIA
81
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$369K | -7,328 | Closed |
|
82
Ameriprise
Minneapolis,
Minnesota
| – | -$287K | -5,695 | Closed |
|
83
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$201K | -3,993 | Closed |
|
|
ACA
84
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$15.2K | -300 | Closed |
|
|
VWM
85
Venturi Wealth Management
Austin,
Texas
| – | -$2.22K | -44 | Closed |
|
YEAR Hedge Fund Activity: Q1 2025 in Review
74 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2025, worth a combined $1.14B — up 7.1% from $1.07B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of YEAR and 8 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.
The largest buyer was AllianceBernstein, adding an estimated $56.4M. The largest seller was Truist Financial, cutting an estimated $9.48M.
- 74 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2025, down from 77 in Q4 2024.
- Funds reported $1.14B of AB Ultra Short Income ETF stock for Q1 2025, up 7.1% quarter-over-quarter.
- 8 funds opened new AB Ultra Short Income ETF positions in Q1 2025 and 11 closed out, a net change of -3 holders.
- The largest AB Ultra Short Income ETF buyer in Q1 2025 was AllianceBernstein, an estimated $56.4M added.
- The largest AB Ultra Short Income ETF seller in Q1 2025 was Truist Financial, an estimated $9.48M sold.
Based on aggregated 13F filings for Q1 2025.