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FINS

Angel Oak Financial Strategies Income Term Trust
FINS

43 hedge funds and large institutions have $293M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

8% more funds holding

Funds holding: 40 → 43 (+3)

2% more capital invested

Capital invested by funds: $289M → $293M (+$4.72M)

0.57% more ownership

Funds ownership: 65.89% → 66.46% (+0.57%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
18
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$4.15M
2
RP
Riverbridge Partners
Minnesota
+$1.19M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$928K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$534K
5
Invesco
Invesco
Georgia
+$521K

Top Sellers

1
KIM
Karpus Investment Management
New York
-$2.14M
2
Wells Fargo
Wells Fargo
California
-$1.77M
3
Morgan Stanley
Morgan Stanley
New York
-$1.17M
4
UBS Group
UBS Group
Switzerland
-$951K
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$928K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$525K +$521K +39,727 New
CL
27
Choreo LLC
Illinois
$379K +$17.9K +1,365 +5%
SAM
28
Summit Asset Management
Tennessee
$343K +$341K +26,000 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$322K – – –
LOPW
30
Live Oak Private Wealth
North Carolina
$286K – – –
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$240K +$52 +4 +0%
WS
32
Wedbush Securities
California
$238K +$24.8K +1,894 +12%
SG
33
StoneX Group
New York
$203K +$201K +15,349 New
Lido Advisors
34
Lido Advisors
California
$177K – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$151K +$150K +11,428 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$135K +$1.95K +149 +1%
PI
37
PFG Investments
New York
$133K +$66 +5 +0%
Comerica Bank
38
Comerica Bank
Texas
$58.7K -$30.8K -2,353 -35%
KAS
39
Kestra Advisory Services
Texas
$52.8K +$52.4K +4,000 New
MHIP
40
Mountain Hill Investment Partners
New Jersey
$44K – – –
LFG
41
Larson Financial Group
Missouri
$5.2K +$131 +10 +3%
NEWAS
42
N.E.W. Advisory Services
Wisconsin
$4.72K – – –
HWP
43
Highline Wealth Partners
California
$3.96K – – –
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
– -$928K -70,779 Closed
CCG
45
Catalina Capital Group
California
– -$210K -16,052 Closed
IP
46
Ignite Planners
California
– -$150K -11,452 Closed
Bank of America
47
Bank of America
North Carolina
– -$39.5K -3,010 Closed
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