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Angel Oak High Yield Opportunities ETF

29 hedge funds and large institutions have $81M invested in Angel Oak High Yield Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

10% more capital invested

Capital invested by funds: $73.5M → $81M (+$7.51M)

3.1% more ownership

Funds ownership: 61.91%65% (+3.1%)

0% more funds holding

Funds holding: 2929 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
29
Holders Change
Holders Change %
0%
% 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
3
Increased
16
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$33.3M +$9.24M +827,302 +39%
AOCA
2
Angel Oak Capital Advisors
Georgia
$15.4M -$3.41M -305,009 -18%
NW
3
NewEdge Wealth
Pennsylvania
$7.61M -$104K -9,333 -1%
NA
4
NewEdge Advisors
Louisiana
$4.16M +$206K +18,438 +5%
UBS Group
5
UBS Group
Switzerland
$3.8M +$534K +47,822 +16%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.5M +$525K +46,971 +18%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.42M +$152K +13,637 +7%
LPL Financial
8
LPL Financial
California
$2.12M +$51.8K +4,636 +3%
WI
9
WBI Investments
New Jersey
$1.7M -$391K -35,037 -19%
MFG
10
Merit Financial Group
Georgia
$1.5M -$341K -30,496 -19%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.19M -$138K -12,380 -10%
FTS
12
Fifth Third Securities
Ohio
$606K +$325K +29,104 +116%
Jane Street
13
Jane Street
New York
$567K +$329K +29,446 +139%
Raymond James Financial
14
Raymond James Financial
Florida
$559K +$495K +44,313 +793%
IA
15
IFP Advisors
Florida
$459K +$108K +9,679 +31%
PI
16
PFG Investments
New York
$413K +$38.2K +3,416 +10%
FA
17
Flagstar Advisors
New York
$355K -$275K -24,655 -44%
PAG
18
Private Advisor Group
New Jersey
$338K
WANY
19
Wealthspire Advisors (New York)
New York
$181K
BCA
20
Bay Colony Advisors
Massachusetts
$164K +$163K +14,605 New
Stifel Financial
21
Stifel Financial
Missouri
$163K -$24.6K -2,200 -13%
IFG
22
Independent Financial Group
California
$142K -$659 -59 -0.5%
AFP
23
Ausdal Financial Partners
Iowa
$122K +$122K +10,935 New
TWM
24
TCFG Wealth Management
California
$116K +$168 +15 +0.1%
AWM
25
AE Wealth Management
Kansas
$116K +$100K +8,986 +657%

AOHY Hedge Fund Activity: Q3 2025 in Review

29 of the 7,625 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q3 2025, worth a combined $81M — up 10% from $73.5M a quarter earlier.

Fund positioning in AOHY was balanced in Q3 2025: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 8 trimmed.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $9.24M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $3.41M.

  • 29 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $81M of Angel Oak High Yield Opportunities ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 3 funds opened new Angel Oak High Yield Opportunities ETF positions in Q3 2025 and 3 closed out, a net change of 0 holders.
  • The largest Angel Oak High Yield Opportunities ETF buyer in Q3 2025 was Arkadios Wealth Advisors, an estimated $9.24M added.
  • The largest Angel Oak High Yield Opportunities ETF seller in Q3 2025 was Angel Oak Capital Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2025.