AB Ultra Short Income ETF
YEAR
35 hedge funds and large institutions have $412M invested in AB Ultra Short Income ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
33% more capital invested
Capital invested by funds: $311M → $412M (+$101M)
17% more funds holding
Funds holding: 30 → 35 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.41% less ownership
Funds ownership: 99.54% → 96.13% (-3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$50.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$14.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.4M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$10.4M |
| 5 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$6.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.38M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.4M |
| 3 |
Jane Street
New York
|
-$1.29M |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$1.04M |
| 5 |
TSS
Two Sigma Securities
New York
|
-$590K |
YEAR Hedge Fund Activity: Q2 2023 in Review
35 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2023, worth a combined $412M — up 33% from $311M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new YEAR positions and 4 closed out — a net gain of 5 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $50.6M. The largest seller was Osaic Holdings, cutting an estimated $3.38M.
- 35 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $412M of AB Ultra Short Income ETF stock for Q2 2023, up 33% quarter-over-quarter.
- 9 funds opened new AB Ultra Short Income ETF positions in Q2 2023 and 4 closed out, a net change of +5 holders.
- The largest AB Ultra Short Income ETF buyer in Q2 2023 was AllianceBernstein, an estimated $50.6M added.
- The largest AB Ultra Short Income ETF seller in Q2 2023 was Osaic Holdings, an estimated $3.38M sold.
Based on aggregated 13F filings for Q2 2023.