Angel Oak Financial Strategies Income Term Trust
FINS
43 hedge funds and large institutions have $280M invested in Angel Oak Financial Strategies Income Term Trust in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
0% more funds holding
Funds holding: 43 → 43 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.55% less ownership
Funds ownership: 66.37% → 65.82% (-0.55%)
4% less capital invested
Capital invested by funds: $293M → $280M (-$12.9M)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$7.67M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$265K |
| 3 |
MFA
Mayflower Financial Advisors
Boston,
Massachusetts
|
+$244K |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
+$234K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.63M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.22M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$609K |
| 5 |
Morgan Stanley
New York
|
-$426K |
FINS Hedge Fund Activity: Q1 2026 in Review
43 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q1 2026, worth a combined $280M — down 4.4% from $293M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new FINS positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $7.67M. The largest seller was Karpus Investment Management, cutting an estimated $5.91M.
- 43 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $280M of Angel Oak Financial Strategies Income Term Trust stock for Q1 2026, down 4.4% quarter-over-quarter.
- 4 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q1 2026 was Sit Investment Associates, an estimated $7.67M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q1 2026 was Karpus Investment Management, an estimated $5.91M sold.
Based on aggregated 13F filings for Q1 2026.