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Angel Oak UltraShort Income ETF
UYLD

54 hedge funds and large institutions have $633M invested in Angel Oak UltraShort Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

26% more funds holding

Funds holding: 43 → 54 (+11)

16% more capital invested

Capital invested by funds: $547M → $633M (+$85.9M)

2.41% more ownership

Funds ownership: 87.83% → 90.24% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
54
Holders Change
+11
Holders Change %
+25.58%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
26
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$43.6M
2
CGA
Crescent Grove Advisors
Illinois
+$11.2M
3
Wells Fargo
Wells Fargo
California
+$6.52M
4
CWM
Congress Wealth Management
Massachusetts
+$5.69M
5
RPSA
Richard P. Slaughter Associates
Texas
+$3.97M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$3.78M
2
FTUS
Flow Traders U.S.
New York
-$2.6M
3
CFA
Camarda Financial Advisors
Florida
-$2.34M
4
Jane Street
Jane Street
New York
-$1.87M
5
HF
HRT Financial
New York
-$908K
Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
26
Lewis Asset Management
California
$2.23M -$49.7K -971 -2%
ICM
27
Islay Capital Management
Texas
$1.97M -$98.6K -1,926 -5%
OMC
28
Old Mission Capital
Illinois
$1.32M +$1.33M +25,911 New
WANY
29
Wealthspire Advisors (New York)
New York
$1.02M +$1.03M +20,037 New
US Bancorp
30
US Bancorp
Minnesota
$996K +$998K +19,500 New
WAM
31
Worth Asset Management
Texas
$994K +$373K +7,284 +60%
SPA
32
Sentinel Pension Advisors
Massachusetts
$976K +$227K +4,435 +30%
SAM
33
Secure Asset Management
Michigan
$972K +$124K +2,416 +15%
TS
34
TradeWell Securities
Indiana
$971K +$974K +19,023 New
NAM
35
NorthCrest Asset Manangement
Minnesota
$851K +$461K +9,001 +118%
Osaic Holdings
36
Osaic Holdings
Arizona
$788K +$301K +5,886 +62%
Citadel Advisors
37
Citadel Advisors
Florida
$779K -$3.78M -73,853 -83%
CIA
38
Concurrent Investment Advisors
Florida
$767K +$253K +4,950 +49%
NA
39
NewEdge Advisors
Louisiana
$436K -$12.4K -243 -3%
RA
40
RFG Advisory
Alabama
$385K +$386K +7,535 New
FTUS
41
Flow Traders U.S.
New York
$376K -$2.6M -50,718 -87%
SCA
42
Snowden Capital Advisors
New York
$350K +$349K +6,810 New
VT
43
Vise Technologies
New York
$280K +$280K +5,478 New
RP
44
Riverwater Partners
Wisconsin
$235K +$236K +4,609 New
Raymond James Financial
45
Raymond James Financial
Florida
$232K +$233K +4,545 New
BlackRock
46
BlackRock
New York
$81.5K +$81.7K +1,596 New
FFA
47
Farther Finance Advisors
California
$73.1K +$1.02K +20 +1%
Morgan Stanley
48
Morgan Stanley
New York
$56.5K +$1.33K +26 +2%
TRCT
49
Tower Research Capital (TRC)
New York
$14.4K +$14.4K +282 New
JP Morgan Chase
50
JP Morgan Chase
New York
$13.3K +$13.3K +260 New
1
2
3

UYLD Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q4 2024, worth a combined $633M — up 16% from $547M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UYLD positions and 5 closed out — a net gain of 12 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $43.6M. The largest seller was Citadel Advisors, cutting an estimated $3.78M.

  • 54 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $633M of Angel Oak UltraShort Income ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 17 funds opened new Angel Oak UltraShort Income ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $43.6M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2024.