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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
22
Holders Change
+5
Holders Change %
+29.41%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NW
NewEdge Wealth
Pennsylvania
+$8.38M
2
AWA
Arkadios Wealth Advisors
Georgia
+$4.22M
3
MFG
Merit Financial Group
Georgia
+$4.18M
4
NA
NewEdge Advisors
Louisiana
+$3.48M
5
CAM
Cresset Asset Management
Illinois
+$541K

Top Sellers

1
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$3.29M
2
KAM
Kensington Asset Management
Texas
-$2.21M
3
FTUS
Flow Traders U.S.
New York
-$440K
4
UBS Group
UBS Group
Switzerland
-$423K
5
WANY
Wealthspire Advisors (New York)
New York
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
AOCA
1
Angel Oak Capital Advisors
Georgia
$26M +$26.3M +2,360,240 New
AWA
2
Arkadios Wealth Advisors
Georgia
$20.2M +$4.22M +379,201 +26%
NW
3
NewEdge Wealth
Pennsylvania
$8.3M +$8.38M +753,455 New
MFG
4
Merit Financial Group
Georgia
$4.14M +$4.18M +375,828 New
UBS Group
5
UBS Group
Switzerland
$3.66M -$423K -38,061 -10%
NA
6
NewEdge Advisors
Louisiana
$3.44M +$3.48M +312,625 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.16M +$362K +32,547 +13%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.42M +$313K +28,177 +15%
LPL Financial
9
LPL Financial
California
$1.83M -$141K -12,672 -7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$890K +$309K +27,775 +52%
FA
11
Flagstar Advisors
New York
$625K +$362K +32,548 +136%
CAM
12
Cresset Asset Management
Illinois
$538K +$541K +48,587 New
Jane Street
13
Jane Street
New York
$526K +$135K +12,089 +34%
PAG
14
Private Advisor Group
New Jersey
$344K – – –
Stifel Financial
15
Stifel Financial
Missouri
$185K – – –
WANY
16
Wealthspire Advisors (New York)
New York
$178K -$180K -16,201 -50%
FTUS
17
Flow Traders U.S.
New York
$160K -$440K -39,565 -73%
OMC
18
Old Mission Capital
Illinois
$126K +$127K +11,440 New
TWM
19
TCFG Wealth Management
California
$114K +$145 +13 +0.1%
IA
20
IFP Advisors
Florida
$50.5K +$51K +4,583 New
DCM
21
Davis Capital Management
Florida
$11.9K – – –
Osaic Holdings
22
Osaic Holdings
Arizona
$2.02K -$39.7K -3,570 -95%
ZIMP
23
Zimmermann Investment Management & Planning
Pennsylvania
– -$3.29M -294,245 Closed
KAM
24
Kensington Asset Management
Texas
– -$2.21M -200,000 Closed

AOHY Hedge Fund Activity: Q4 2024 in Review

22 of the 7,592 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.