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AB Ultra Short Income ETF

77 hedge funds and large institutions have $1.31B invested in AB Ultra Short Income ETF in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

14% more capital invested

Capital invested by funds: $1.14B → $1.31B (+$165M)

4% more funds holding

Funds holding: 7477 (+3)

0.06% less ownership

Funds ownership: 89.98%89.92% (-0.06%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% 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
36
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$760M +$59.8M +1,183,032 +9%
LPL Financial
2
LPL Financial
California
$174M +$14.2M +281,023 +9%
BAM
3
BOS Asset Management
Illinois
$42M -$2.36M -46,803 -5%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$40.2M +$39.7M +785,342 +9,882%
Wells Fargo
5
Wells Fargo
California
$26.2M +$1.91M +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 +$4.16M +82,265 +25%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$20.3M +$10.2M +201,618 +101%
Mariner
9
Mariner
Kansas
$19.9M +$505K +10,001 +3%
WS
10
Wedbush Securities
California
$17.8M +$17.8M +352,154 New
IWM
11
IHT Wealth Management
Illinois
$17.3M -$5.63M -111,401 -25%
Osaic Holdings
12
Osaic Holdings
Arizona
$11.2M +$2.53M +50,047 +29%
Truist Financial
13
Truist Financial
North Carolina
$10.9M -$252K -4,990 -2%
AFP
14
Ausdal Financial Partners
Iowa
$9.89M +$706K +13,986 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$9.75M -$1.55M -30,731 -14%
MWM
16
Moran Wealth Management
Florida
$9.43M +$9.41M +186,192 New
DADC
17
D.A. Davidson & Co
Montana
$9.06M +$449K +8,890 +5%
KWM
18
Kingsview Wealth Management
Oregon
$9.05M +$868K +17,174 +11%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$6.37M +$6.35M +125,714 New
Stifel Financial
20
Stifel Financial
Missouri
$5.42M +$751K +14,858 +16%
KAS
21
Kestra Advisory Services
Texas
$5.33M +$1.19M +23,640 +29%
KAM
22
Kensington Asset Management
Texas
$5.07M +$5.06M +100,131 New
PWM
23
PMG Wealth Management
Illinois
$3.9M +$374K +7,404 +11%
FHA
24
Flagship Harbor Advisors
Massachusetts
$3.84M -$230K -4,553 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.22M -$311K -6,158 -9%

YEAR Hedge Fund Activity: Q2 2025 in Review

77 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q2 2025, worth a combined $1.31B — up 14% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new YEAR positions and 8 closed out — a net gain of 3 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $59.8M. The largest seller was IHT Wealth Management, cutting an estimated $5.63M.

  • 77 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q2 2025, up from 74 in Q1 2025.
  • Funds reported $1.31B of AB Ultra Short Income ETF stock for Q2 2025, up 14% quarter-over-quarter.
  • 11 funds opened new AB Ultra Short Income ETF positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest AB Ultra Short Income ETF buyer in Q2 2025 was AllianceBernstein, an estimated $59.8M added.
  • The largest AB Ultra Short Income ETF seller in Q2 2025 was IHT Wealth Management, an estimated $5.63M sold.

Based on aggregated 13F filings for Q2 2025.