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AB Ultra Short Income ETF

74 hedge funds and large institutions have $1.23B invested in AB Ultra Short Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

4% less funds holding

Funds holding: 7774 (-3)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$72.9M)

6.5% less ownership

Funds ownership: 89.92%83.42% (-6.5%)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
35
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$704M -$56.2M -1,110,416 -7%
LPL Financial
2
LPL Financial
California
$179M +$5.41M +107,046 +3%
BAM
3
BOS Asset Management
Illinois
$45.6M +$3.62M +71,540 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$44.1M +$18.4M +363,083 +72%
Wells Fargo
5
Wells Fargo
California
$29.7M +$3.53M +69,896 +14%
KAM
6
Kensington Asset Management
Texas
$25.2M +$20.1M +397,355 +397%
IWM
7
IHT Wealth Management
Illinois
$20.9M +$3.56M +70,484 +21%
Mariner
8
Mariner
Kansas
$17M -$2.86M -56,477 -14%
PAG
9
Private Advisor Group
New Jersey
$14.3M -$6.51M -128,749 -31%
Osaic Holdings
10
Osaic Holdings
Arizona
$11.6M +$417K +8,246 +4%
Truist Financial
11
Truist Financial
North Carolina
$11M +$165K +3,258 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.5M -$9.81M -193,970 -48%
AFP
13
Ausdal Financial Partners
Iowa
$10.4M +$518K +10,249 +5%
DADC
14
D.A. Davidson & Co
Montana
$10.1M +$1.04M +20,525 +11%
KAS
15
Kestra Advisory Services
Texas
$10.1M +$4.75M +94,001 +89%
KWM
16
Kingsview Wealth Management
Oregon
$9.39M +$339K +6,704 +4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$9.17M -$579K -11,453 -6%
Stifel Financial
18
Stifel Financial
Missouri
$6.65M +$1.23M +24,247 +23%
APWA
19
Atlas Private Wealth Advisors
New Jersey
$5.09M -$1.28M -25,329 -20%
Citadel Advisors
20
Citadel Advisors
Florida
$4.51M +$2.63M +51,967 +140%
PWM
21
PMG Wealth Management
Illinois
$3.92M +$15.4K +304 +0.4%
WS
22
Wedbush Securities
California
$3.91M -$13.9M -275,056 -78%
Goldman Sachs
23
Goldman Sachs
New York
$3.87M +$3.86M +76,385 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.74M +$509K +10,073 +16%
MWM
25
Moran Wealth Management
Florida
$3.45M -$5.97M -118,072 -63%

YEAR Hedge Fund Activity: Q3 2025 in Review

74 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q3 2025, worth a combined $1.23B — down 5.6% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of YEAR and 7 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 35 added.

The largest buyer was Kensington Asset Management, adding an estimated $20.1M. The largest seller was AllianceBernstein, cutting an estimated $56.2M.

  • 74 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q3 2025, down from 77 in Q2 2025.
  • Funds reported $1.23B of AB Ultra Short Income ETF stock for Q3 2025, down 5.6% quarter-over-quarter.
  • 7 funds opened new AB Ultra Short Income ETF positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest AB Ultra Short Income ETF buyer in Q3 2025 was Kensington Asset Management, an estimated $20.1M added.
  • The largest AB Ultra Short Income ETF seller in Q3 2025 was AllianceBernstein, an estimated $56.2M sold.

Based on aggregated 13F filings for Q3 2025.