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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

64 hedge funds and large institutions have $797M invested in Angel Oak UltraShort Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 2 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
32
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$458M
2
VT
2
Vise Technologies
New York
$5.74M
3
SGCA
3
Steel Grove Capital Advisors
Tennessee
$8.27M
4
GWM
4
Greenwich Wealth Management
Connecticut
$7.58M
5
BC
5
Bulwark Capital
Florida
$4.23M

Top Sellers

1
CGA
1
Crescent Grove Advisors
Illinois
$18.7M
2
UBS Group
2
UBS Group
Switzerland
$24.7M
3
CFA
3
Camarda Financial Advisors
Florida
$1.61M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
TWM
5
TCFG Wealth Management
California
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$458M 8,961,125 +881,145 +11%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55M 1,077,709 -9,576 -0.9%
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M 696,001 +1,570 +0.2%
UBS Group
4
UBS Group
Switzerland
$24.7M 484,120 -52,362 -10%
CWM
5
Congress Wealth Management
Massachusetts
$22.5M 439,652 +41,358 +10%
RCM
6
Requisite Capital Management
Texas
$18.9M 370,536 +78,045 +27%
CGA
7
Crescent Grove Advisors
Illinois
$18.7M 366,664 -88,627 -19%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.6M 226,236 +30,632 +16%
Wells Fargo
9
Wells Fargo
California
$11M 215,520 +44,853 +26%
CCB
10
Country Club Bank
Missouri
$8.78M 171,142 +15,953 +10%
KPWS
11
Kestra Private Wealth Services
Texas
$8.67M 169,747 +3,488 +2%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$8.27M 161,970 +100,390 +163%
HT
13
Heritage Trust
Oklahoma
$8.24M 161,314 +19,337 +14%
Stifel Financial
14
Stifel Financial
Missouri
$8.15M 159,621 +7,176 +5%
MWA
15
Midland Wealth Advisors
Illinois
$7.93M 155,244 +14,838 +11%
GWM
16
Greenwich Wealth Management
Connecticut
$7.58M 148,509 +93,992 +172%
IA
17
IFC Advisors
California
$7.47M 146,179 -2,787 -2%
VT
18
Vise Technologies
New York
$5.74M 112,322 +112,322 New
TWM
19
TCFG Wealth Management
California
$5.4M 105,675 -11,001 -9%
PCM
20
Parsons Capital Management
Rhode Island
$4.8M 94,027 +27,090 +40%
LPL Financial
21
LPL Financial
California
$4.59M 89,959 +9,544 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.5M 88,197 +6,349 +8%
BC
23
Bulwark Capital
Florida
$4.23M 82,834 +82,834 New
ICM
24
Islay Capital Management
Texas
$3.98M 77,889 +14,752 +23%
Jane Street
25
Jane Street
New York
$3.29M 64,385 +64,385 New
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