AB Ultra Short Income ETF
YEAR
41 hedge funds and large institutions have $507M invested in AB Ultra Short Income ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
58% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 12
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more capital invested
Capital invested by funds: $412M → $507M (+$94.8M)
17% more funds holding
Funds holding: 35 → 41 (+6)
1.01% more ownership
Funds ownership: 96.13% → 97.13% (+1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$28.4M |
| 2 |
LPL Financial
San Diego,
California
|
+$22.7M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$17M |
| 4 |
Jane Street
New York
|
+$8.63M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.32M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$1.5M |
| 3 |
BAM
BOS Asset Management
Springfield,
Illinois
|
-$909K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$771K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$225K |
YEAR Hedge Fund Activity: Q3 2023 in Review
41 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2023, worth a combined $507M — up 23% from $412M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new YEAR positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $28.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.32M sold.
- 41 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2023, up from 35 in Q2 2023.
- Funds reported $507M of AB Ultra Short Income ETF stock for Q3 2023, up 23% quarter-over-quarter.
- 7 funds opened new AB Ultra Short Income ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
- The largest AB Ultra Short Income ETF buyer in Q3 2023 was AllianceBernstein, an estimated $28.4M added.
- The largest AB Ultra Short Income ETF seller in Q3 2023 was Citadel Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2023.