FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

38 hedge funds and large institutions have $180M invested in Angel Oak Financial Strategies Income Term Trust in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
13
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$65.5M
2
Wells Fargo
Wells Fargo
California
$14.1M
3
AAM
Advisors Asset Management
Colorado
$1.29M
4
SFS
Shaker Financial Services
Virginia
$1.96M
5
SG
StoneX Group
New York
$597K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$11.2M
2
KIM
Karpus Investment Management
New York
$47.9M
3
HighTower Advisors
HighTower Advisors
Illinois
$0
4
NFG
Nations Financial Group
Iowa
$6.59M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$65.5M +$23.8M +1,877,565 +57%
KIM
2
Karpus Investment Management
New York
$47.9M -$7.16M -563,605 -13%
Wells Fargo
3
Wells Fargo
California
$14.1M +$11.9M +935,731 +536%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M -$15.8M -1,243,786 -59%
UBS Group
5
UBS Group
Switzerland
$8.83M -$1.5K -118 -0%
NFG
6
Nations Financial Group
Iowa
$6.59M -$276K -21,732 -4%
Stifel Financial
7
Stifel Financial
Missouri
$3.73M +$483K +38,027 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.57M +$32.4K +2,548 +0.9%
NWMP
9
Noble Wealth Management PBC
Colorado
$2.42M +$2.42M +190,665 New
SFS
10
Shaker Financial Services
Virginia
$1.96M +$709K +55,865 +57%
LPL Financial
11
LPL Financial
California
$1.69M +$16.3K +1,284 +1%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.47M +$3.19K +245 +0.2%
RP
13
Riverbridge Partners
Minnesota
$1.35M +$398K +31,324 +42%
AAM
14
Advisors Asset Management
Colorado
$1.29M +$1.29M +101,605 New
TPWM
15
Twelve Points Wealth Management
Massachusetts
$1.11M -$119K -9,345 -10%
First Trust Advisors
16
First Trust Advisors
Illinois
$907K +$116K +9,154 +15%
DWM
17
Dakota Wealth Management
Florida
$785K -$9.53K -750 -1%
Raymond James Financial
18
Raymond James Financial
Florida
$750K +$750K +59,050 New
SG
19
StoneX Group
New York
$597K +$597K +47,023 New
Osaic Holdings
20
Osaic Holdings
Arizona
$550K -$47.6K -3,751 -8%
TW
21
Transform Wealth
Colorado
$544K +$544K +42,800 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$323K +$14.8K +1,164 +5%
JFG
23
Jefferies Financial Group
New York
$318K +$318K +25,000 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$309K – – –
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$292K -$1.85K -146 -0.6%
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