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AB Ultra Short Income ETF
YEAR

87 hedge funds and large institutions have $1.26B invested in AB Ultra Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

2% more funds holding

Funds holding: 85 → 87 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $1.28B → $1.26B (-$18.4M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

3.66% less ownership

Funds ownership: 89.13% → 85.46% (-3.7%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
36
Reduced
37
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$13M
2
KAM
Kensington Asset Management
Texas
+$10.3M
3
Bank of America
Bank of America
North Carolina
+$9.21M
4
LPL Financial
LPL Financial
California
+$6.03M
5
HAG
HighPoint Advisor Group
Illinois
+$5.49M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$42.2M
2
Goldman Sachs
Goldman Sachs
New York
-$9.68M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$5.95M
4
Mariner
Mariner
Kansas
-$5.81M
5
Jane Street
Jane Street
New York
-$4.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jones Financial Companies
76
Jones Financial Companies
Missouri
$184K +$185K +3,655 New
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$142K -$76K -1,505 -35%
CTA
78
Colonial Trust Advisors
South Carolina
$135K – – –
SAM
79
S.A. Mason
Michigan
$127K +$8.59K +170 +7%
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$127K +$127K +2,512 New
NEWAS
81
N.E.W. Advisory Services
Wisconsin
$73K +$354 +7 +0.5%
AWM
82
AE Wealth Management
Kansas
$61.1K +$61.2K +1,211 New
1CP
83
1015 Capital Partners
Pennsylvania
$22.5K – – –
CIAS
84
Capital Investment Advisory Services
North Carolina
$15.1K +$152 +3 +1%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$10.1K – – –
WIM
86
Westside Investment Management
California
$9.09K – – –
Morgan Stanley
87
Morgan Stanley
New York
$5.27K +$5.25K +104 New
Goldman Sachs
88
Goldman Sachs
New York
– -$9.68M -191,791 Closed
Jane Street
89
Jane Street
New York
– -$4.78M -94,688 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$312K -6,172 Closed
UBS Group
91
UBS Group
Switzerland
– -$24.6K -487 Closed
1 2 3
4

YEAR Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2026, worth a combined $1.26B — down 1.4% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YEAR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $42.2M.

  • 87 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $1.26B of AB Ultra Short Income ETF stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 9 funds opened new AB Ultra Short Income ETF positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2026 was IHT Wealth Management, an estimated $13M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2026 was Flow Traders U.S., an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2026.