AB Ultra Short Income ETF
YEAR
13 hedge funds and large institutions have $181M invested in AB Ultra Short Income ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.
333% more funds holding
Funds holding: 3 → 13 (+10)
22% more capital invested
Capital invested by funds: $149M → $181M (+$32.5M)
0.08% less ownership
Funds ownership: 99.39% → 99.32% (-0.08%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$15.5M |
| 3 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$5.33M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.12M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$792K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$10.1M |
| 2 |
Jane Street
New York
|
-$206K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
AllianceBernstein
Nashville,
Tennessee
| $138M | -$10.1M | -202,000 | -7% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $16.4M | +$16.4M | +328,874 | New |
|
|
3
LPL Financial
San Diego,
California
| $15.5M | +$15.5M | +310,335 | New |
|
|
EA
4
Ellsworth Advisors
Hudson,
Ohio
| $5.37M | +$5.33M | +106,990 | New |
|
|
KWM
5
Kingsview Wealth Management
Grants Pass,
Oregon
| $3.35M | +$3.12M | +62,595 | +1,376% |
|
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $794K | +$792K | +15,900 | New |
|
|
KAS
7
Kestra Advisory Services
Austin,
Texas
| $397K | +$396K | +7,942 | New |
|
|
IWC
8
Integrated Wealth Concepts
Waltham,
Massachusetts
| $251K | +$250K | +5,018 | New |
|
|
KPWS
9
Kestra Private Wealth Services
Austin,
Texas
| $231K | +$230K | +4,616 | New |
|
10
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $224K | +$224K | +4,490 | New |
|
|
11
Jane Street
New York
| $214K | -$206K | -4,143 | -49% |
|
|
PTC
12
Private Trust Company
Cleveland,
Ohio
| $60K | +$60.3K | +1,209 | New |
|
|
NA
13
NewEdge Advisors
New Orleans,
Louisiana
| $72 | +$71.4K | +1,433 | New |
|
YEAR Hedge Fund Activity: Q4 2022 in Review
13 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2022, worth a combined $181M — up 22% from $149M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new YEAR positions and 0 closed out — a net gain of 10 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $16.4M. The largest seller was AllianceBernstein, cutting an estimated $10.1M.
- 13 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $181M of AB Ultra Short Income ETF stock for Q4 2022, up 22% quarter-over-quarter.
- 10 funds opened new AB Ultra Short Income ETF positions in Q4 2022 and 0 closed out, a net change of +10 holders.
- The largest AB Ultra Short Income ETF buyer in Q4 2022 was Osaic Holdings, an estimated $16.4M added.
- The largest AB Ultra Short Income ETF seller in Q4 2022 was AllianceBernstein, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2022.