FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

39 hedge funds and large institutions have $279M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
21
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$56.2M
2
KIM
Karpus Investment Management
New York
+$25.8M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.64M
4
UBS Group
UBS Group
Switzerland
+$2.56M
5
AAM
Advisors Asset Management
Colorado
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$767K
2
SG
StoneX Group
New York
-$356K
3
SA
SFI Advisors
New Jersey
-$182K
4
CPIG
Chicago Partners Investment Group
Illinois
-$134K
5
Osaic Holdings
Osaic Holdings
Arizona
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$278K -$356K -27,458 -56%
P
27
&Partners
Tennessee
$237K +$43.9K +3,379 +23%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$231K +$231K +17,815 New
WS
29
Wedbush Securities
California
$209K -$6.5K -500 -3%
CCG
30
Catalina Capital Group
California
$208K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$199K +$199K +15,334 New
Lido Advisors
32
Lido Advisors
California
$175K – – –
IP
33
Ignite Planners
California
$150K +$16.5K +1,271 +12%
Bank of America
34
Bank of America
North Carolina
$141K +$141K +10,868 New
Comerica Bank
35
Comerica Bank
Texas
$88.3K -$7.35K -566 -8%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$75.7K +$75.7K +5,833 New
MHIP
37
Mountain Hill Investment Partners
New Jersey
$43.3K +$10.8K +833 +33%
LFG
38
Larson Financial Group
Missouri
$4.85K +$130 +10 +3%
NEWAS
39
N.E.W. Advisory Services
Wisconsin
$4.63K -$4.63K -357 -50%
SA
40
SFI Advisors
New Jersey
– -$182K -13,513 Closed
CPIG
41
Chicago Partners Investment Group
Illinois
– -$134K -10,138 Closed
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