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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$218K -$3.04K -60 -1%
CTA
77
Colonial Trust Advisors
South Carolina
$135K +$50.6K +1,000 +60%
SAM
78
S.A. Mason
Michigan
$119K
NEWAS
79
N.E.W. Advisory Services
Wisconsin
$72.6K +$72.8K +1,438 New
UBS Group
80
UBS Group
Switzerland
$24.6K +$24.6K +487 New
1CP
81
1015 Capital Partners
Pennsylvania
$22.5K +$22.5K +445 New
TCOV
82
Trust Company of Vermont
Vermont
$20K +$20K +396 New
CIAS
83
Capital Investment Advisory Services
North Carolina
$14.9K +$152 +3 +1%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$10K +$10.1K +200 New
WIM
85
Westside Investment Management
California
$9.09K
Citadel Advisors
86
Citadel Advisors
Florida
-$4.51M -88,974 Closed
MWM
87
Moran Wealth Management
Florida
-$3.45M -68,120 Closed
VA
88
VestGen Advisors
Illinois
-$1.04M -20,602 Closed
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
-$812K -16,028 Closed
GCA
90
Greenwood Capital Associates
South Carolina
-$501K -9,891 Closed
FMTC
91
Farmers & Merchants Trust Company
California
-$260K -5,122 Closed
AIA
92
Accelerate Investment Advisors
California
-$242K -4,772 Closed
EWP
93
Elevation Wealth Partners
California
-$6.28K -124 Closed
Morgan Stanley
94
Morgan Stanley
New York
-$68 -1 Closed

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.