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Angel Oak High Yield Opportunities ETF

29 hedge funds and large institutions have $73.5M invested in Angel Oak High Yield Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more funds holding

Funds holding: 2429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $77.3M → $73.5M (-$3.86M)

3.31% less ownership

Funds ownership: 65.22%61.91% (-3.3%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
7
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$23.9M +$2.37M +216,068 +11%
AOCA
2
Angel Oak Capital Advisors
Georgia
$18.7M -$4.38M -400,041 -19%
NW
3
NewEdge Wealth
Pennsylvania
$7.74M -$580K -52,999 -7%
NA
4
NewEdge Advisors
Louisiana
$3.93M +$66.6K +6,082 +2%
UBS Group
5
UBS Group
Switzerland
$3.24M +$21.1K +1,930 +0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.95M -$58.9K -5,376 -2%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.25M -$84.3K -7,702 -4%
WI
8
WBI Investments
New Jersey
$2.08M +$1.15M +104,638 +127%
LPL Financial
9
LPL Financial
California
$2.05M -$29K -2,649 -1%
MFG
10
Merit Financial Group
Georgia
$1.83M -$2.26M -206,849 -56%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.32M +$79.6K +7,267 +7%
FA
12
Flagstar Advisors
New York
$628K -$148K -13,538 -19%
Goldman Sachs
13
Goldman Sachs
New York
$415K +$408K +37,268 New
PI
14
PFG Investments
New York
$373K +$367K +33,497 New
IA
15
IFP Advisors
Florida
$348K +$72.1K +6,590 +27%
PAG
16
Private Advisor Group
New Jersey
$336K
FTS
17
Fifth Third Securities
Ohio
$278K -$78.1K -7,137 -22%
Jane Street
18
Jane Street
New York
$236K -$708K -64,704 -75%
Stifel Financial
19
Stifel Financial
Missouri
$187K
WANY
20
Wealthspire Advisors (New York)
New York
$180K
IFG
21
Independent Financial Group
California
$142K +$139K +12,728 New
MSAM
22
Moloney Securities Asset Management
Missouri
$139K +$136K +12,466 New
TWM
23
TCFG Wealth Management
California
$115K +$164 +15 +0.1%
Raymond James Financial
24
Raymond James Financial
Florida
$62.2K +$61.2K +5,587 New
FFA
25
Farther Finance Advisors
California
$35K +$34.5K +3,147 New

AOHY Hedge Fund Activity: Q2 2025 in Review

29 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q2 2025, worth a combined $73.5M — down 5% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new AOHY positions and 4 closed out — a net gain of 6 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $2.37M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $4.38M.

  • 29 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q2 2025, up from 24 in Q1 2025.
  • Funds reported $73.5M of Angel Oak High Yield Opportunities ETF stock for Q2 2025, down 5% quarter-over-quarter.
  • 10 funds opened new Angel Oak High Yield Opportunities ETF positions in Q2 2025 and 4 closed out, a net change of +6 holders.
  • The largest Angel Oak High Yield Opportunities ETF buyer in Q2 2025 was Arkadios Wealth Advisors, an estimated $2.37M added.
  • The largest Angel Oak High Yield Opportunities ETF seller in Q2 2025 was Angel Oak Capital Advisors, an estimated $4.38M sold.

Based on aggregated 13F filings for Q2 2025.