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FINS

Angel Oak Financial Strategies Income Term Trust

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, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0% more funds holding

Funds holding: 4343 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.64% less ownership

Funds ownership: 66.46%65.82% (-0.64%)

5% less capital invested

Capital invested by funds: $293M → $280M (-$13.3M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
14
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$139M +$7.67M +587,904 +6%
KIM
2
Karpus Investment Management
New York
$59.9M -$5.91M -453,195 -9%
Wells Fargo
3
Wells Fargo
California
$16.2M -$415K -31,801 -2%
UBS Group
4
UBS Group
Switzerland
$9.44M +$265K +20,319 +3%
Morgan Stanley
5
Morgan Stanley
New York
$7.94M -$426K -32,679 -5%
NFG
6
Nations Financial Group
Iowa
$6.18M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.21M -$16.7K -1,281 -0.3%
Stifel Financial
8
Stifel Financial
Missouri
$4.74M -$609K -46,665 -11%
AAM
9
Advisors Asset Management
Colorado
$4.51M -$136K -10,409 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.05M -$1.63M -124,551 -34%
NWMP
11
Noble Wealth Management PBC
Colorado
$3M -$4.57K -350 -0.1%
RP
12
Riverbridge Partners
Minnesota
$2.98M +$234K +17,967 +8%
First Trust Advisors
13
First Trust Advisors
Illinois
$2.59M +$206K +15,750 +8%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$2.47M -$301K -23,083 -11%
LPL Financial
15
LPL Financial
California
$2.26M -$71.4K -5,470 -3%
CEFA
16
Closed-End Fund Advisors
Virginia
$1.54M -$7.36K -564 -0.5%
DWM
17
Dakota Wealth Management
Florida
$1.03M +$39.1K +3,000 +4%
TPWM
18
Twelve Points Wealth Management
Massachusetts
$1.01M +$99.5K +7,626 +11%
Raymond James Financial
19
Raymond James Financial
Florida
$1.01M -$14.1K -1,083 -1%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$941K +$39.1K +3,000 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$930K +$23.4K +1,795 +3%
P
22
&Partners
Tennessee
$693K +$41.1K +3,148 +6%
Invesco
23
Invesco
Georgia
$543K +$37.8K +2,897 +7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$481K -$248K -19,018 -34%
CL
25
Choreo LLC
Illinois
$332K -$35.6K -2,726 -9%