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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 %
PWS
26
Precision Wealth Strategies
Missouri
$3.25M 63,570 +6,209 +11%
SMA
27
Sage Mountain Advisors
Georgia
$3.09M 60,431 -6,305 -9%
NAM
28
NorthCrest Asset Manangement
Minnesota
$2.83M 55,339 +10,717 +24%
MWML
29
M Wealth Management LLC
California
$2.73M 53,400 +53,400 New
LAM
30
Lewis Asset Management
California
$2.55M 49,996 +4,845 +11%
MBTD
31
Mechanics Bank - Trust Department
California
$2.52M 49,303 -10,775 -18%
TFA
32
Transamerica Financial Advisors
Florida
$2.51M 49,066 -1,295 -3%
XPN
33
XY Planning Network
Montana
$2.22M 43,500 +16,456 +61%
AWM
34
Able Wealth Management
New Jersey
$2.14M 41,859 +35,164 +525%
BEI
35
Benjamin Edwards Inc
Missouri
$1.75M 34,279 -5,609 -14%
CFA
36
Camarda Financial Advisors
Florida
$1.61M 31,516 -25,935 -45%
CIA
37
Concurrent Investment Advisors
Florida
$1.2M 23,566 +8,840 +60%
Citadel Advisors
38
Citadel Advisors
Florida
$1.12M 21,850 +13,775 +171%
FTUS
39
Flow Traders U.S.
New York
$1M 19,596 +19,596 New
WAM
40
Worth Asset Management
Texas
$926K 18,140 +12,773 +238%
CPRC
41
Consolidated Portfolio Review Corp
New York
$817K 16,000 +16,000 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$794K 15,540 +35 +0.2%
Osaic Holdings
43
Osaic Holdings
Arizona
$788K 15,431 -204 -1%
WANY
44
Wealthspire Advisors (New York)
New York
$672K 13,166 -4,817 -27%
DPI
45
Diversified Portfolios Inc
Michigan
$518K 10,144 -4,464 -31%
RA
46
RFG Advisory
Alabama
$483K 9,457 -4,816 -34%
SPA
47
Sentinel Pension Advisors
Massachusetts
$478K 9,355 -845 -8%
NA
48
NewEdge Advisors
Louisiana
$458K 8,972 +36 +0.4%
SCA
49
Snowden Capital Advisors
New York
$420K 8,222 +560 +7%
BCA
50
Bay Colony Advisors
Massachusetts
$414K 8,107 +8,107 New
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