Angel Oak High Yield Opportunities ETF
AOHY
22 hedge funds and large institutions have $76.9M invested in Angel Oak High Yield Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
115% more capital invested
Capital invested by funds: $35.9M → $76.9M (+$41.1M)
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
35.5% more ownership
Funds ownership: 33.96% → 69.46% (+35%)
29% more funds holding
Funds holding: 17 → 22 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$8.38M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$4.22M |
| 3 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$4.18M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.48M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$541K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$3.29M |
| 2 |
KAM
Kensington Asset Management
Austin,
Texas
|
-$2.21M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$440K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$423K |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$180K |
AOHY Hedge Fund Activity: Q4 2024 in Review
22 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q4 2024, worth a combined $76.9M — up 115% from $35.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new AOHY positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was NewEdge Wealth, opening a new position worth an estimated $8.38M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $3.29M sold.
- 22 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q4 2024, up from 17 in Q3 2024.
- Funds reported $76.9M of Angel Oak High Yield Opportunities ETF stock for Q4 2024, up 115% quarter-over-quarter.
- 7 funds opened new Angel Oak High Yield Opportunities ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest Angel Oak High Yield Opportunities ETF buyer in Q4 2024 was NewEdge Wealth, an estimated $8.38M added.
- The largest Angel Oak High Yield Opportunities ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $3.29M sold.
Based on aggregated 13F filings for Q4 2024.