FINS

Angel Oak Financial Strategies Income Term Trust
FINS

Overview Fund Activity

39 hedge funds and large institutions have $279M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+4
Holders Change %
+11.43%
% of All Funds
0.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
21
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$56.2M
2
KIM
Karpus Investment Management
New York
+$25.8M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.64M
4
UBS Group
UBS Group
Switzerland
+$2.56M
5
AAM
Advisors Asset Management
Colorado
+$1.29M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$767K
2
SG
StoneX Group
New York
-$356K
3
SA
SFI Advisors
New Jersey
-$182K
4
CPIG
Chicago Partners Investment Group
Illinois
-$134K
5
Osaic Holdings
Osaic Holdings
Arizona
-$129K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$125M +$56.2M +4,326,980 +82%
KIM
2
Karpus Investment Management
New York
$71.8M +$25.8M +1,989,029 +56%
Wells Fargo
3
Wells Fargo
California
$17.8M +$282K +21,732 +2%
UBS Group
4
UBS Group
Switzerland
$12.4M +$2.56M +197,490 +26%
Morgan Stanley
5
Morgan Stanley
New York
$9.7M -$767K -59,057 -7%
NFG
6
Nations Financial Group
Iowa
$6.72M +$90.9K +7,000 +1%
Stifel Financial
7
Stifel Financial
Missouri
$5.21M +$986K +75,984 +23%
AAM
8
Advisors Asset Management
Colorado
$4.57M +$1.29M +99,428 +39%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.41M +$660K +50,825 +18%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.64M +$2.64M +203,446 New
LPL Financial
11
LPL Financial
California
$2.33M +$580K +44,660 +33%
SFS
12
Shaker Financial Services
Virginia
$2.13M +$394K +30,346 +23%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.92M +$1.22M +94,072 +175%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.82M +$708K +54,552 +64%
RP
15
Riverbridge Partners
Minnesota
$1.58M +$59.6K +4,590 +4%
TPWM
16
Twelve Points Wealth Management
Massachusetts
$1.12M -$4K -308 -0.4%
DWM
17
Dakota Wealth Management
Florida
$1.08M +$280K +21,585 +35%
Raymond James Financial
18
Raymond James Financial
Florida
$1.04M +$279K +21,510 +37%
Osaic Holdings
19
Osaic Holdings
Arizona
$853K -$129K -9,966 -13%
Kovitz Investment Group Partners
20
Kovitz Investment Group Partners
Illinois
$847K +$847K +65,218 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$477K +$17.2K +1,324 +4%
Corient Private Wealth
22
Corient Private Wealth
Florida
$389K +$389K +30,000 New
CL
23
Choreo LLC
Illinois
$345K +$345K +26,565 New
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$320K – – –
LOPW
25
Live Oak Private Wealth
North Carolina
$281K +$143K +11,040 +104%
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