Angel Oak UltraShort Income ETF
UYLD
29 hedge funds and large institutions have $353M invested in Angel Oak UltraShort Income ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 2 closing their positions.
294% more capital invested
Capital invested by funds: $89.7M → $353M (+$263M)
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
16% more funds holding
Funds holding: 25 → 29 (+4)
13.27% more ownership
Funds ownership: 80.52% → 93.79% (+13%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$243M |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$2.78M |
| 3 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
+$2.53M |
| 4 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$2.47M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$2.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.31M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$1.19M |
| 3 |
Jane Street
New York
|
-$450K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$248K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$239K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWA
26
Midland Wealth Advisors
Effingham,
Illinois
| $235K | +$235K | +4,616 | New |
|
|
BEI
27
Benjamin Edwards Inc
Clayton,
Missouri
| $97K | +$21.5K | +423 | +29% |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $45.6K | +$45.6K | +897 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$864 | +17 | New |
|
|
30
Jane Street
New York
| – | -$450K | -8,899 | Closed |
|
|
31
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$239K | -4,743 | Closed |
|
UYLD Hedge Fund Activity: Q1 2024 in Review
29 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q1 2024, worth a combined $353M — up 294% from $89.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UYLD positions and 2 closed out — a net gain of 4 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $243M. The largest seller was NewEdge Advisors, cutting an estimated $1.31M.
- 29 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $353M of Angel Oak UltraShort Income ETF stock for Q1 2024, up 294% quarter-over-quarter.
- 6 funds opened new Angel Oak UltraShort Income ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $243M added.
- The largest Angel Oak UltraShort Income ETF seller in Q1 2024 was NewEdge Advisors, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2024.