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Angel Oak High Yield Opportunities ETF

27 hedge funds and large institutions have $75.3M invested in Angel Oak High Yield Opportunities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.25% less ownership

Funds ownership: 65%61.75% (-3.2%)

7% less funds holding

Funds holding: 2927 (-2)

7% less capital invested

Capital invested by funds: $81M → $75.3M (-$5.7M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
12
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arkadios Wealth Advisors
Georgia
$38.1M +$5.13M +461,380 +16%
AOCA
2
Angel Oak Capital Advisors
Georgia
$10.8M -$4.45M -399,941 -29%
UBS Group
3
UBS Group
Switzerland
$4.7M +$939K +84,347 +25%
NW
4
NewEdge Wealth
Pennsylvania
$3.84M -$3.78M -340,022 -50%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.6M +$135K +12,117 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.7M +$302K +27,119 +13%
NA
7
NewEdge Advisors
Louisiana
$2.24M -$1.89M -169,596 -46%
LPL Financial
8
LPL Financial
California
$2.03M -$66.2K -5,948 -3%
WI
9
WBI Investments
New Jersey
$1.29M -$403K -36,179 -24%
MFG
10
Merit Financial Group
Georgia
$1.22M -$268K -24,064 -18%
Raymond James Financial
11
Raymond James Financial
Florida
$1.16M +$609K +54,693 +110%
FTS
12
Fifth Third Securities
Ohio
$619K +$18.3K +1,641 +3%
Morgan Stanley
13
Morgan Stanley
New York
$551K +$553K +49,661 New
Jane Street
14
Jane Street
New York
$478K -$84.5K -7,591 -15%
IA
15
IFP Advisors
Florida
$477K +$23.1K +2,073 +5%
PI
16
PFG Investments
New York
$441K +$31.4K +2,821 +8%
PAG
17
Private Advisor Group
New Jersey
$285K -$50.4K -4,525 -15%
WANY
18
Wealthspire Advisors (New York)
New York
$180K
Stifel Financial
19
Stifel Financial
Missouri
$162K
KAS
20
Kestra Advisory Services
Texas
$140K +$140K +12,568 New
AFP
21
Ausdal Financial Partners
Iowa
$134K +$13K +1,168 +11%
TWM
22
TCFG Wealth Management
California
$115K +$145 +13 +0.1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$21K +$2.67K +240 +15%
DCM
24
Davis Capital Management
Florida
$12K
AWM
25
AE Wealth Management
Kansas
$6.88K -$108K -9,733 -94%

AOHY Hedge Fund Activity: Q4 2025 in Review

27 of the 8,238 institutional investors tracked by Wall St. Rank reported a position in Angel Oak High Yield Opportunities ETF (AOHY) for Q4 2025, worth a combined $75.3M — down 7% from $81M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of AOHY and 3 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 12 added.

The largest buyer was Arkadios Wealth Advisors, adding an estimated $5.13M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $4.45M.

  • 27 institutional investors held Angel Oak High Yield Opportunities ETF (AOHY) as of Q4 2025, down from 29 in Q3 2025.
  • Funds reported $75.3M of Angel Oak High Yield Opportunities ETF stock for Q4 2025, down 7% quarter-over-quarter.
  • 3 funds opened new Angel Oak High Yield Opportunities ETF positions in Q4 2025 and 5 closed out, a net change of -2 holders.
  • The largest Angel Oak High Yield Opportunities ETF buyer in Q4 2025 was Arkadios Wealth Advisors, an estimated $5.13M added.
  • The largest Angel Oak High Yield Opportunities ETF seller in Q4 2025 was Angel Oak Capital Advisors, an estimated $4.45M sold.

Based on aggregated 13F filings for Q4 2025.