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AB Ultra Short Income ETF
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Overview Fund Activity

75 hedge funds and large institutions have $1.3B invested in AB Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
35
Reduced
26
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$59.9M
2
WWM
Wagner Wealth Management
South Carolina
+$39.8M
3
WS
Wedbush Securities
California
+$17.8M
4
LPL Financial
LPL Financial
California
+$14.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.2M

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$5.64M
2
OAM
Oppenheimer Asset Management
New York
-$4.83M
3
BAM
BOS Asset Management
Illinois
-$2.37M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.56M
5
FTUS
Flow Traders U.S.
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$760M +$59.9M +1,183,032 +9%
LPL Financial
2
LPL Financial
California
$174M +$14.2M +281,023 +9%
BAM
3
BOS Asset Management
Illinois
$42M -$2.37M -46,803 -5%
WWM
4
Wagner Wealth Management
South Carolina
$40.2M +$39.8M +785,342 +9,882%
Wells Fargo
5
Wells Fargo
California
$26.2M +$1.92M +37,812 +8%
Raymond James Financial
6
Raymond James Financial
Florida
$25.7M +$2.26M +44,660 +10%
PAG
7
Private Advisor Group
New Jersey
$20.8M +$4.17M +82,265 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.3M +$10.2M +201,618 +101%
Mariner
9
Mariner
Kansas
$19.9M +$507K +10,001 +3%
WS
10
Wedbush Securities
California
$17.8M +$17.8M +352,154 New
IWM
11
IHT Wealth Management
Illinois
$17.3M -$5.64M -111,401 -25%
Truist Financial
12
Truist Financial
North Carolina
$10.9M -$253K -4,990 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.5M +$1.81M +35,871 +21%
AFP
14
Ausdal Financial Partners
Iowa
$9.89M +$709K +13,986 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.75M -$1.56M -30,731 -14%
MWM
16
Moran Wealth Management
Florida
$9.43M +$9.43M +186,192 New
DADC
17
D.A. Davidson & Co
Montana
$9.06M +$450K +8,890 +5%
KWM
18
Kingsview Wealth Management
Oregon
$9.05M +$870K +17,174 +11%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$6.37M +$6.37M +125,714 New
Stifel Financial
20
Stifel Financial
Missouri
$5.42M +$753K +14,858 +16%
KAS
21
Kestra Advisory Services
Texas
$5.33M +$1.2M +23,640 +29%
KAM
22
Kensington Asset Management
Texas
$5.07M +$5.07M +100,131 New
PWM
23
PMG Wealth Management
Illinois
$3.9M +$374K +7,404 +11%
FHA
24
Flagship Harbor Advisors
Massachusetts
$3.84M -$231K -4,553 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.22M -$312K -6,158 -9%
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