AB Ultra Short Income ETF
YEAR
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.
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
4% less funds holding
Funds holding: 77 → 74 (-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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$20.1M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
+$18.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$5.41M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$4.75M |
| 5 |
Goldman Sachs
New York
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$56.2M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$40.2M |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$13.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$9.81M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$6.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
76
Nations Financial Group
Cedar Rapids,
Iowa
| – | -$2.63M | -51,881 | Closed |
|
77
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$885K | -17,466 | Closed |
|
|
HH
78
Hilltop Holdings
Dallas,
Texas
| – | -$415K | -8,182 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$340K | -6,718 | Closed |
|
|
BAM
80
Belpointe Asset Management
Reno,
Nevada
| – | -$258K | -5,095 | Closed |
|
81
Lido Advisors
Los Angeles,
California
| – | -$203K | -4,000 | Closed |
|
|
NEWAS
82
N.E.W. Advisory Services
De Pere,
Wisconsin
| – | -$6.65K | -131 | 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.