Angel Oak Financial Strategies Income Term Trust
FINS
43 hedge funds and large institutions have $298M invested in Angel Oak Financial Strategies Income Term Trust in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 7 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
6% more capital invested
Capital invested by funds: $280M → $298M (+$17.8M)
3.81% more ownership
Funds ownership: 65.82% → 69.63% (+3.8%)
0% more funds holding
Funds holding: 43 → 43 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
+$14M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.14M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$784K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$370K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$551K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$417K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$240K |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$172K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$132K |
FINS Hedge Fund Activity: Q2 2026 in Review
43 of the 8,351 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Financial Strategies Income Term Trust (FINS) for Q2 2026, worth a combined $298M — up 6.3% from $280M a quarter earlier.
Fund positioning in FINS was balanced in Q2 2026: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 9 trimmed.
The largest buyer was Atlas Wealth, opening a new position worth an estimated $14M. The largest seller was Karpus Investment Management, cutting an estimated $551K.
- 43 institutional investors held Angel Oak Financial Strategies Income Term Trust (FINS) as of Q2 2026, unchanged from Q1 2026.
- Funds reported $298M of Angel Oak Financial Strategies Income Term Trust stock for Q2 2026, up 6.3% quarter-over-quarter.
- 7 funds opened new Angel Oak Financial Strategies Income Term Trust positions in Q2 2026 and 7 closed out, a net change of 0 holders.
- The largest Angel Oak Financial Strategies Income Term Trust buyer in Q2 2026 was Atlas Wealth, an estimated $14M added.
- The largest Angel Oak Financial Strategies Income Term Trust seller in Q2 2026 was Karpus Investment Management, an estimated $551K sold.
Based on aggregated 13F filings for Q2 2026.