FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

35 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 2 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
2
Increased
16
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$18.2M
2
AAM
Advisors Asset Management
Colorado
$3.41M
3
SIA
Sit Investment Associates
Minnesota
$71.5M
4
UBS Group
UBS Group
Switzerland
$10.2M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.02M

Top Sellers

1
KIM
Karpus Investment Management
New York
$47.8M
2
CPIG
Chicago Partners Investment Group
Illinois
$134K
3
Morgan Stanley
Morgan Stanley
New York
$10.9M
4
JFG
Jefferies Financial Group
New York
$0
5
SFS
Shaker Financial Services
Virginia
$1.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$71.5M +$1.95M +144,353 +3%
KIM
2
Karpus Investment Management
New York
$47.8M -$3.09M -229,145 -6%
Wells Fargo
3
Wells Fargo
California
$18.2M +$3.26M +241,566 +22%
Morgan Stanley
4
Morgan Stanley
New York
$10.9M -$961K -71,294 -8%
UBS Group
5
UBS Group
Switzerland
$10.2M +$806K +59,769 +9%
NFG
6
Nations Financial Group
Iowa
$6.89M -$108K -8,000 -2%
Stifel Financial
7
Stifel Financial
Missouri
$4.39M +$430K +31,924 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.9M +$110K +8,146 +3%
AAM
9
Advisors Asset Management
Colorado
$3.41M +$2.04M +151,143 +149%
NWMP
10
Noble Wealth Management PBC
Colorado
$2.61M +$41.1K +3,050 +2%
LPL Financial
11
LPL Financial
California
$1.82M +$24.7K +1,835 +1%
SFS
12
Shaker Financial Services
Virginia
$1.8M -$287K -21,284 -14%
RP
13
Riverbridge Partners
Minnesota
$1.58M +$145K +10,740 +10%
TPWM
14
Twelve Points Wealth Management
Massachusetts
$1.17M -$11.7K -867 -1%
First Trust Advisors
15
First Trust Advisors
Illinois
$1.16M +$194K +14,411 +20%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.02M +$436K +32,375 +75%
DWM
17
Dakota Wealth Management
Florida
$834K – – –
Raymond James Financial
18
Raymond James Financial
Florida
$790K -$6.27K -465 -0.8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$723K +$380K +28,191 +111%
SG
20
StoneX Group
New York
$659K +$25.5K +1,890 +4%
TW
21
Transform Wealth
Colorado
$584K +$7.41K +550 +1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$478K +$168K +12,487 +54%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$329K – – –
WS
24
Wedbush Securities
California
$224K -$15.8K -1,173 -7%
CCG
25
Catalina Capital Group
California
$216K – – –
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