Angel Oak Financial Strategies Income Term Trust
FINS
42 hedge funds and large institutions have $289M invested in Angel Oak Financial Strategies Income Term Trust in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 3 closing their positions.
116% more capital inflows, than outflows
Capital inflows: $13.1M | Capital outflows: $6.09M
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
2% more funds holding
Funds holding: 41 → 42 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
19.82% less ownership
Funds ownership: 85.72% → 65.9% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.47M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.3M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$829K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$822K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$467K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Karpus Investment Management
Pittsford,
New York
|
-$2.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$2.09M |
| 3 |
StoneX Group
New York
|
-$278K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
-$246K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$199K |
FINS Hedge Fund Activity: Q3 2025 in Review
42 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q3 2025, worth a combined $289M — up 3.5% from $279M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINS positions and 3 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.47M. The largest seller was Karpus Investment Management, cutting an estimated $2.85M.
- 42 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q3 2025, up from 41 in Q2 2025.
- Funds reported $289M of Angel Oak Financial Strategies Income Term Trust stock for Q3 2025, up 3.5% quarter-over-quarter.
- 4 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q3 2025 and 3 closed out, a net change of +1 holder.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $4.47M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q3 2025 was Karpus Investment Management, an estimated $2.85M sold.
Based on aggregated 13F filings for Q3 2025.