FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

34 hedge funds and large institutions have $159M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
+$10.1M
2
SIA
Sit Investment Associates
Minnesota
+$3.59M
3
SFS
Shaker Financial Services
Virginia
+$1.04M
4
Bank of America
Bank of America
North Carolina
+$285K
5
NFG
Nations Financial Group
Iowa
+$174K

Top Sellers

1
EPM
Equitec Proprietary Markets
Illinois
-$1.39M
2
KIM
Karpus Investment Management
New York
-$772K
3
Morgan Stanley
Morgan Stanley
New York
-$678K
4
SA
SFI Advisors
New Jersey
-$530K
5
RJA
Raymond James & Associates
Florida
-$227K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$55M -$772K -62,445 -1%
SIA
2
Sit Investment Associates
Minnesota
$32.3M +$3.59M +290,547 +13%
Morgan Stanley
3
Morgan Stanley
New York
$27.4M -$678K -54,794 -2%
AW
4
Atlas Wealth
Ohio
$10.1M +$10.1M +818,837 New
UBS Group
5
UBS Group
Switzerland
$8.64M -$214K -17,323 -2%
NFG
6
Nations Financial Group
Iowa
$6.37M +$174K +14,039 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.35M +$114K +9,213 +4%
Stifel Financial
8
Stifel Financial
Missouri
$2.85M -$7.53K -609 -0.3%
Wells Fargo
9
Wells Fargo
California
$2.12M +$39K +3,149 +2%
LPL Financial
10
LPL Financial
California
$1.63M +$35.3K +2,850 +2%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.42M +$3.21K +255 +0.2%
TPWM
12
Twelve Points Wealth Management
Massachusetts
$1.2M – – –
SFS
13
Shaker Financial Services
Virginia
$1.04M +$1.04M +84,071 New
RJA
14
Raymond James & Associates
Florida
$946K -$227K -18,363 -19%
DWM
15
Dakota Wealth Management
Florida
$774K +$10.2K +825 +1%
First Trust Advisors
16
First Trust Advisors
Illinois
$654K +$137K +11,063 +26%
Osaic Holdings
17
Osaic Holdings
Arizona
$595K +$12.7K +1,015 +2%
LCM
18
Landscape Capital Management
New Jersey
$373K -$139K -11,264 -27%
Bank of America
19
Bank of America
North Carolina
$309K +$285K +23,065 +1,194%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$301K – – –
WS
21
Wedbush Securities
California
$248K -$149K -11,995 -37%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$208K +$48.3K +3,906 +30%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$205K +$46.3K +3,740 +29%
DADC
24
D.A. Davidson & Co
Montana
$202K -$4.45K -360 -2%
SA
25
SFI Advisors
New Jersey
$171K -$530K -42,813 -76%
1
2