FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

34 hedge funds and large institutions have $149M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
-6
Holders Change %
-15%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
15
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$29M
2
KIM
Karpus Investment Management
New York
$56.3M
3
NFG
Nations Financial Group
Iowa
$6.25M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.27M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$304K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$28.4M
2
Wolverine Trading
Wolverine Trading
Illinois
$0
3
UBS Group
UBS Group
Switzerland
$8.95M
4
EPM
Equitec Proprietary Markets
Illinois
$1.39M
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$56.3M +$3.57M +285,911 +7%
SIA
2
Sit Investment Associates
Minnesota
$29M +$18.9M +1,512,921 +188%
Morgan Stanley
3
Morgan Stanley
New York
$28.4M -$28.3M -2,263,221 -50%
UBS Group
4
UBS Group
Switzerland
$8.95M -$1.32M -105,830 -13%
NFG
5
Nations Financial Group
Iowa
$6.25M +$641K +51,353 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.27M +$403K +32,311 +14%
Stifel Financial
7
Stifel Financial
Missouri
$2.89M +$147K +11,782 +5%
Wells Fargo
8
Wells Fargo
California
$2.11M -$80K -6,403 -4%
LPL Financial
9
LPL Financial
California
$1.61M -$148K -11,832 -8%
CPIG
10
Chicago Partners Investment Group
Illinois
$1.39M +$3.09K +250 +0.2%
EPM
11
Equitec Proprietary Markets
Illinois
$1.39M -$432K -34,558 -24%
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.21M -$26.2K -2,094 -2%
RJA
13
Raymond James & Associates
Florida
$1.18M -$88.2K -7,060 -7%
DWM
14
Dakota Wealth Management
Florida
$772K +$20.9K +1,675 +3%
SA
15
SFI Advisors
New Jersey
$707K +$158K +12,675 +29%
Osaic Holdings
16
Osaic Holdings
Arizona
$581K -$42K -3,375 -7%
First Trust Advisors
17
First Trust Advisors
Illinois
$522K +$161K +12,891 +45%
LCM
18
Landscape Capital Management
New Jersey
$517K +$67.6K +5,416 +15%
WS
19
Wedbush Securities
California
$400K -$57.8K -4,625 -13%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$304K +$164K +13,170 +118%
DADC
21
D.A. Davidson & Co
Montana
$208K -$26.7K -2,140 -11%
Lido Advisors
22
Lido Advisors
California
$168K – – –
CCG
23
Catalina Capital Group
California
$163K +$3.55K +284 +2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$161K +$28.7K +2,298 +22%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$161K +$161K +12,863 New
1
2