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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

42 hedge funds and large institutions have $544M invested in Angel Oak UltraShort Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
23
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$330M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$53.8M
3
RPSA
3
Richard P. Slaughter Associates
Texas
$34.3M
4
UBS Group
4
UBS Group
Switzerland
$20M
5
KPWS
5
Kestra Private Wealth Services
Texas
$7.93M

Top Sellers

1
SAM
1
Secure Asset Management
Michigan
$850K
2
SPA
2
Sentinel Pension Advisors
Massachusetts
$751K
3
SMA
3
Sage Mountain Advisors
Georgia
$3.02M
4
Stifel Financial
4
Stifel Financial
Missouri
$6.09M
5
CFA
5
Camarda Financial Advisors
Florida
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.69M 33,054 +11,139 +51%
HF
27
HRT Financial
New York
$908K 17,760 +17,760 New
SAM
28
Secure Asset Management
Michigan
$850K 16,612 -24,391 -59%
Wells Fargo
29
Wells Fargo
California
$777K 15,175 +15,026 +10,085%
SPA
30
Sentinel Pension Advisors
Massachusetts
$751K 14,684 -16,299 -53%
WAM
31
Worth Asset Management
Texas
$624K 12,189 +12,189 New
CIA
32
Concurrent Investment Advisors
Florida
$516K 10,076 +161 +2%
Osaic Holdings
33
Osaic Holdings
Arizona
$488K 9,545 +895 +10%
NA
34
NewEdge Advisors
Louisiana
$450K 8,787 -3,225 -27%
NAM
35
NorthCrest Asset Manangement
Minnesota
$392K 7,658 +3,328 +77%
FFA
36
Farther Finance Advisors
California
$72.3K 1,412 +1,412 New
Morgan Stanley
37
Morgan Stanley
New York
$55.3K 1,080 +1,080 New
T
38
Tidemark
California
$51.2K 1,000 +1,000 New
BAM
39
Belpointe Asset Management
Nevada
$35.1K 687 +214 +45%
AssetMark Inc
40
AssetMark Inc
California
$25.1K 491 +491 New
FIM
41
FWL Investment Management
Texas
$1.95K 38 +38 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.54K 30 +30 New
AF
43
Allworth Financial
California
– – -500 Closed
PIS
44
POM Investment Strategies
North Carolina
– – -248 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
– – – –
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