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AB Ultra Short Income ETF

87 hedge funds and large institutions have $1.26B invested in AB Ultra Short Income ETF in 2026 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

2% more funds holding

Funds holding: 8587 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.28B → $1.26B (-$18.4M)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

3.66% less ownership

Funds ownership: 89.13%85.46% (-3.7%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
36
Reduced
37
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$705M -$5.95M -117,803 -0.8%
LPL Financial
2
LPL Financial
California
$164M +$6.03M +119,465 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$50.8M +$2.57M +50,894 +5%
BAM
4
BOS Asset Management
Illinois
$48.1M +$3.09M +61,230 +7%
Wells Fargo
5
Wells Fargo
California
$37.5M -$181K -3,591 -0.5%
KAM
6
Kensington Asset Management
Texas
$36.3M +$10.3M +204,197 +40%
IWM
7
IHT Wealth Management
Illinois
$34.3M +$13M +258,318 +61%
PAG
8
Private Advisor Group
New Jersey
$15.7M +$421K +8,340 +3%
DADC
9
D.A. Davidson & Co
Montana
$14.1M +$1.94M +38,378 +16%
Truist Financial
10
Truist Financial
North Carolina
$12.8M +$103K +2,035 +0.8%
Bank of America
11
Bank of America
North Carolina
$11.9M +$9.21M +182,456 +344%
Stifel Financial
12
Stifel Financial
Missouri
$9.08M +$1.16M +22,996 +15%
Osaic Holdings
13
Osaic Holdings
Arizona
$8.93M -$1.46M -29,002 -14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.58M -$337K -6,669 -4%
KWM
15
Kingsview Wealth Management
Oregon
$8.46M -$879K -17,402 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.34M -$258K -5,105 -3%
AFP
17
Ausdal Financial Partners
Iowa
$7.85M +$196K +3,884 +3%
Mariner
18
Mariner
Kansas
$7.78M -$5.81M -115,139 -43%
HAG
19
HighPoint Advisor Group
Illinois
$6.88M +$5.49M +108,756 +395%
WS
20
Wedbush Securities
California
$6.25M +$173K +3,428 +3%
PWM
21
PMG Wealth Management
Illinois
$4.71M +$570K +11,286 +14%
LWA
22
Legacy Wealth Advisors
Florida
$3.9M +$38.4K +760 +1%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.62M -$275K -5,445 -7%
CFG
24
Cooper Financial Group
California
$3.27M +$3.28M +64,852 New
KAS
25
Kestra Advisory Services
Texas
$2.91M -$1.65M -32,695 -36%

YEAR Hedge Fund Activity: Q1 2026 in Review

87 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AB Ultra Short Income ETF (YEAR) for Q1 2026, worth a combined $1.26B — down 1.4% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new YEAR positions and 4 closed out — a net gain of 5 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was IHT Wealth Management, adding an estimated $13M. The largest seller was Flow Traders U.S., cutting an estimated $42.2M.

  • 87 institutional investors held AB Ultra Short Income ETF (YEAR) as of Q1 2026, up from 85 in Q4 2025.
  • Funds reported $1.26B of AB Ultra Short Income ETF stock for Q1 2026, down 1.4% quarter-over-quarter.
  • 9 funds opened new AB Ultra Short Income ETF positions in Q1 2026 and 4 closed out, a net change of +5 holders.
  • The largest AB Ultra Short Income ETF buyer in Q1 2026 was IHT Wealth Management, an estimated $13M added.
  • The largest AB Ultra Short Income ETF seller in Q1 2026 was Flow Traders U.S., an estimated $42.2M sold.

Based on aggregated 13F filings for Q1 2026.