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AB Ultra Short Income ETF

30 hedge funds and large institutions have $311M invested in AB Ultra Short Income ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 12 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

131% more funds holding

Funds holding: 1330 (+17)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

72% more capital invested

Capital invested by funds: $181M → $311M (+$130M)

0.22% more ownership

Funds ownership: 99.32%99.54% (+0.22%)

Holders
30
Holders Change
+17
Holders Change %
+130.77%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
12
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$199M +$59.8M +1,193,251 +43%
LPL Financial
2
LPL Financial
California
$48.6M +$33M +658,723 +212%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.9M +$2.38M +47,540 +14%
BAM
4
BOS Asset Management
Illinois
$10M +$10M +199,408 New
EA
5
Ellsworth Advisors
Ohio
$5.71M +$336K +6,695 +6%
KWM
6
Kingsview Wealth Management
Oregon
$4.95M +$1.58M +31,510 +47%
Jane Street
7
Jane Street
New York
$4.14M +$3.92M +78,198 +1,822%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.88M +$2.65M +52,861 +1,177%
Truist Financial
9
Truist Financial
North Carolina
$2.42M +$2.41M +48,117 New
KAS
10
Kestra Advisory Services
Texas
$2.04M +$1.64M +32,629 +411%
TC
11
Trilogy Capital
California
$1.57M +$1.57M +31,296 New
IWC
12
Integrated Wealth Concepts
Massachusetts
$1.5M +$1.24M +24,776 +494%
FHA
13
Flagship Harbor Advisors
Massachusetts
$1.35M +$1.34M +26,813 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.29M +$1.29M +25,797 New
KPWS
15
Kestra Private Wealth Services
Texas
$1.25M +$1.01M +20,226 +438%
JCM
16
Jacobi Capital Management
Pennsylvania
$1.04M +$1.04M +20,700 New
MTWM
17
Masso Torrence Wealth Management
New Jersey
$836K +$835K +16,653 New
Citadel Advisors
18
Citadel Advisors
Florida
$664K +$663K +13,225 New
TSS
19
Two Sigma Securities
New York
$590K +$589K +11,748 New
Stifel Financial
20
Stifel Financial
Missouri
$546K +$545K +10,877 New
EWA
21
Encompass Wealth Advisors
Oregon
$397K +$396K +7,900 New
IWM
22
IHT Wealth Management
Illinois
$306K +$306K +6,100 New
AAS
23
Avantax Advisory Services
Texas
$295K +$295K +5,876 New
FMTC
24
Farmers & Merchants Trust Company
California
$283K +$283K +5,644 New
RA
25
RFG Advisory
Alabama
$251K +$250K +4,995 New

YEAR Hedge Fund Activity: Q1 2023 in Review

30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2023, worth a combined $311M — up 72% from $181M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new YEAR positions and 1 closed out — a net gain of 17 holders — while 12 added to existing stakes and 0 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $59.8M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $72 sold.

  • 30 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2023, up from 13 in Q4 2022.
  • Funds reported $311M of AB Ultra Short Income ETF stock for Q1 2023, up 72% quarter-over-quarter.
  • 18 funds opened new AB Ultra Short Income ETF positions in Q1 2023 and 1 closed out, a net change of +17 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2023 was AllianceBernstein, an estimated $59.8M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2023 was NewEdge Advisors, an estimated $72 sold.

Based on aggregated 13F filings for Q1 2023.