AB Ultra Short Income ETF
YEAR
67 hedge funds and large institutions have $1.06B invested in AB Ultra Short Income ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 13 reducing their positions, and 7 closing their positions.
192% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 13
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more funds holding
Funds holding: 63 → 67 (+4)
6% more capital invested
Capital invested by funds: $1B → $1.06B (+$58M)
9.19% less ownership
Funds ownership: 96.01% → 86.83% (-9.2%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
BOS Asset Management
Springfield,
Illinois
|
+$18.9M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$15.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$4.57M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$14.1M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$8.17M |
| 3 |
Jane Street
New York
|
-$5.84M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.62M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.19M |
YEAR Hedge Fund Activity: Q3 2024 in Review
67 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2024, worth a combined $1.06B — up 5.8% from $1B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new YEAR positions and 7 closed out — a net gain of 4 holders — while 38 added to existing stakes and 13 trimmed.
The largest buyer was BOS Asset Management, adding an estimated $18.9M. The largest seller was Fermata Advisors, cutting an estimated $14.1M.
- 67 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2024, up from 63 in Q2 2024.
- Funds reported $1.06B of AB Ultra Short Income ETF stock for Q3 2024, up 5.8% quarter-over-quarter.
- 11 funds opened new AB Ultra Short Income ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
- The largest AB Ultra Short Income ETF buyer in Q3 2024 was BOS Asset Management, an estimated $18.9M added.
- The largest AB Ultra Short Income ETF seller in Q3 2024 was Fermata Advisors, an estimated $14.1M sold.
Based on aggregated 13F filings for Q3 2024.