Angel Oak Financial Strategies Income Term Trust
FINS
37 hedge funds and large institutions have $194M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
50% more capital inflows, than outflows
Capital inflows: $10.1M | Capital outflows: $6.73M
1.01% more ownership
Funds ownership: 56.49% → 57.5% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 38 → 37 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.21M |
| 2 |
Advisors Asset Management
Monument,
Colorado
|
+$2.02M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.92M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$795K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
-$3.05M |
| 2 |
Chicago Partners Investment Group
Chicago,
Illinois
|
-$1.37M |
| 3 |
Morgan Stanley
New York
|
-$948K |
| 4 |
Jefferies Financial Group
New York
|
-$318K |
| 5 |
Shaker Financial Services
Arlington,
Virginia
|
-$283K |
FINS Hedge Fund Activity: Q1 2025 in Review
37 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q1 2025, worth a combined $194M — up 8% from $180M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of FINS and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 16 added.
The largest buyer was Wells Fargo, adding an estimated $3.21M. The largest seller was Karpus Investment Management, cutting an estimated $3.05M.
- 37 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q1 2025, down from 38 in Q4 2024.
- Funds reported $194M of Angel Oak Financial Strategies Income Term Trust stock for Q1 2025, up 8% quarter-over-quarter.
- 4 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q1 2025 and 5 closed out, a net change of -1 holder.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q1 2025 was Wells Fargo, an estimated $3.21M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q1 2025 was Karpus Investment Management, an estimated $3.05M sold.
Based on aggregated 13F filings for Q1 2025.