Angel Oak High Yield Opportunities ETF
AOHY
17 hedge funds and large institutions have $35.9M invested in Angel Oak High Yield Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
71% more capital invested
Capital invested by funds: $21M → $35.9M (+$14.9M)
13% more funds holding
Funds holding: 15 → 17 (+2)
8.07% more ownership
Funds ownership: 25.89% → 33.96% (+8.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$5.94M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$3.26M |
| 3 |
KAM
Kensington Asset Management
Austin,
Texas
|
+$2.22M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.38M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFG
Independent Financial Group
San Diego,
California
|
-$400K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$264K |
| 3 |
Jane Street
New York
|
-$184K |
| 4 |
LPL Financial
San Diego,
California
|
-$148K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8K |
AOHY Hedge Fund Activity: Q3 2024 in Review
17 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q3 2024, worth a combined $35.9M — up 71% from $21M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new AOHY positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Arkadios Wealth Advisors, adding an estimated $5.94M. The largest seller was Independent Financial Group, exiting entirely with an estimated $400K sold.
- 17 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q3 2024, up from 15 in Q2 2024.
- Funds reported $35.9M of Angel Oak High Yield Opportunities ETF stock for Q3 2024, up 71% quarter-over-quarter.
- 4 funds opened new Angel Oak High Yield Opportunities ETF positions in Q3 2024 and 1 closed out, a net change of +3 holders.
- The largest Angel Oak High Yield Opportunities ETF buyer in Q3 2024 was Arkadios Wealth Advisors, an estimated $5.94M added.
- The largest Angel Oak High Yield Opportunities ETF seller in Q3 2024 was Independent Financial Group, an estimated $400K sold.
Based on aggregated 13F filings for Q3 2024.