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AB Ultra Short Income ETF

85 hedge funds and large institutions have $1.28B invested in AB Ultra Short Income ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

35% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 26

15% more funds holding

Funds holding: 7485 (+11)

5.7% more ownership

Funds ownership: 83.42%89.13% (+5.7%)

4% more capital invested

Capital invested by funds: $1.23B → $1.28B (+$47.9M)

Holders
85
Holders Change
+11
Holders Change %
+14.86%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
22
Increased
35
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$711M +$9.31M +183,947 +1%
LPL Financial
2
LPL Financial
California
$158M -$20.5M -404,918 -11%
Raymond James Financial
3
Raymond James Financial
Florida
$48.3M +$4.38M +86,469 +10%
BAM
4
BOS Asset Management
Illinois
$45M -$407K -8,052 -0.9%
FTUS
5
Flow Traders U.S.
New York
$42.8M +$42.9M +846,896 New
Wells Fargo
6
Wells Fargo
California
$37.7M +$8.09M +159,927 +27%
KAM
7
Kensington Asset Management
Texas
$26.1M +$916K +18,111 +4%
IWM
8
IHT Wealth Management
Illinois
$21.3M +$441K +8,714 +2%
PAG
9
Private Advisor Group
New Jersey
$15.2M +$1.02M +20,233 +7%
Mariner
10
Mariner
Kansas
$13.6M -$3.38M -66,784 -20%
Truist Financial
11
Truist Financial
North Carolina
$12.7M +$1.67M +32,990 +15%
DADC
12
D.A. Davidson & Co
Montana
$12.1M +$2.08M +41,088 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.4M -$1.21M -23,908 -10%
Goldman Sachs
14
Goldman Sachs
New York
$9.68M +$5.84M +115,406 +151%
KWM
15
Kingsview Wealth Management
Oregon
$9.34M -$15.3K -302 -0.2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$8.92M -$219K -4,319 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.6M -$1.83M -36,203 -18%
Stifel Financial
18
Stifel Financial
Missouri
$7.92M +$1.3M +25,783 +20%
AFP
19
Ausdal Financial Partners
Iowa
$7.65M -$2.73M -53,857 -26%
WS
20
Wedbush Securities
California
$6.07M +$2.19M +43,208 +56%
Jane Street
21
Jane Street
New York
$4.78M +$3.46M +68,378 +260%
KAS
22
Kestra Advisory Services
Texas
$4.56M -$5.51M -108,905 -55%
PWM
23
PMG Wealth Management
Illinois
$4.16M +$246K +4,871 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.9M +$176K +3,478 +5%
LWA
25
Legacy Wealth Advisors
Florida
$3.86M +$3.87M +76,523 New

YEAR Hedge Fund Activity: Q4 2025 in Review

85 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q4 2025, worth a combined $1.28B — up 3.9% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new YEAR positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 26 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $42.9M. The largest seller was LPL Financial, cutting an estimated $20.5M.

  • 85 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q4 2025, up from 74 in Q3 2025.
  • Funds reported $1.28B of AB Ultra Short Income ETF stock for Q4 2025, up 3.9% quarter-over-quarter.
  • 22 funds opened new AB Ultra Short Income ETF positions in Q4 2025 and 9 closed out, a net change of +13 holders.
  • The largest AB Ultra Short Income ETF buyer in Q4 2025 was Flow Traders U.S., an estimated $42.9M added.
  • The largest AB Ultra Short Income ETF seller in Q4 2025 was LPL Financial, an estimated $20.5M sold.

Based on aggregated 13F filings for Q4 2025.