Angel Oak UltraShort Income ETF
UYLD
25 hedge funds and large institutions have $89.7M invested in Angel Oak UltraShort Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more funds holding
Funds holding: 16 → 25 (+9)
28% more capital invested
Capital invested by funds: $69.8M → $89.7M (+$19.8M)
5.62% more ownership
Funds ownership: 74.9% → 80.52% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$4.25M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$3.04M |
| 3 |
HT
Heritage Trust
Oklahoma City,
Oklahoma
|
+$2.39M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$2.34M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$6.45M |
| 2 |
Jane Street
New York
|
-$1.23M |
| 3 |
GS
GTS Securities
New York
|
-$744K |
| 4 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$113K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$67.5K |
UYLD Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q4 2023, worth a combined $89.7M — up 28% from $69.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new UYLD positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Requisite Capital Management, adding an estimated $4.25M. The largest seller was Gratus Capital, cutting an estimated $6.45M.
- 25 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q4 2023, up from 16 in Q3 2023.
- Funds reported $89.7M of Angel Oak UltraShort Income ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 11 funds opened new Angel Oak UltraShort Income ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q4 2023 was Requisite Capital Management, an estimated $4.25M added.
- The largest Angel Oak UltraShort Income ETF seller in Q4 2023 was Gratus Capital, an estimated $6.45M sold.
Based on aggregated 13F filings for Q4 2023.