AB Ultra Short Income ETF
YEAR
44 hedge funds and large institutions have $602M invested in AB Ultra Short Income ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $507M → $602M (+$95.4M)
7% more funds holding
Funds holding: 41 → 44 (+3)
0.91% less ownership
Funds ownership: 97.13% → 96.22% (-0.91%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$91.1M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$10.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$7.86M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$5.76M |
| 5 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$4.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$10.1M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$9.28M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.95M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.29M |
| 5 |
TC
Trilogy Capital
Irvine,
California
|
-$1.45M |
YEAR Hedge Fund Activity: Q4 2023 in Review
44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2023, worth a combined $602M — up 19% from $507M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new YEAR positions and 4 closed out — a net gain of 3 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $91.1M. The largest seller was Jane Street, cutting an estimated $10.1M.
- 44 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $602M of AB Ultra Short Income ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 7 funds opened new AB Ultra Short Income ETF positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest AB Ultra Short Income ETF buyer in Q4 2023 was AllianceBernstein, an estimated $91.1M added.
- The largest AB Ultra Short Income ETF seller in Q4 2023 was Jane Street, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2023.