AB Ultra Short Income ETF
YEAR
63 hedge funds and large institutions have $1B invested in AB Ultra Short Income ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more funds holding
Funds holding: 49 → 63 (+14)
15% more capital invested
Capital invested by funds: $871M → $1B (+$131M)
0.92% more ownership
Funds ownership: 95.09% → 96.01% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$60.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$21.9M |
| 3 |
FA
Fermata Advisors
Sonoma,
California
|
+$14.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$10.9M |
| 5 |
Jane Street
New York
|
+$6.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.41M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.87M |
| 3 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
-$2.12M |
| 4 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$817K |
| 5 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$606K |
YEAR Hedge Fund Activity: Q2 2024 in Review
63 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2024, worth a combined $1B — up 15% from $871M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new YEAR positions and 3 closed out — a net gain of 14 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $60.1M. The largest seller was Osaic Holdings, cutting an estimated $4.41M.
- 63 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2024, up from 49 in Q1 2024.
- Funds reported $1B of AB Ultra Short Income ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 17 funds opened new AB Ultra Short Income ETF positions in Q2 2024 and 3 closed out, a net change of +14 holders.
- The largest AB Ultra Short Income ETF buyer in Q2 2024 was AllianceBernstein, an estimated $60.1M added.
- The largest AB Ultra Short Income ETF seller in Q2 2024 was Osaic Holdings, an estimated $4.41M sold.
Based on aggregated 13F filings for Q2 2024.