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Angel Oak UltraShort Income ETF

59 hedge funds and large institutions have $722M invested in Angel Oak UltraShort Income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more capital invested

Capital invested by funds: $633M → $722M (+$88.8M)

9% more funds holding

Funds holding: 5459 (+5)

1.21% less ownership

Funds ownership: 90.24%89.03% (-1.2%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
12
Increased
28
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
26
Precision Wealth Strategies
Missouri
$2.93M -$108K -2,104 -4%
GWM
27
Greenwich Wealth Management
Connecticut
$2.79M +$2.79M +54,517 New
TFA
28
Transamerica Financial Advisors
Florida
$2.57M -$119K -2,328 -4%
LAM
29
Lewis Asset Management
California
$2.31M +$80.4K +1,571 +4%
NAM
30
NorthCrest Asset Manangement
Minnesota
$2.28M +$1.43M +27,963 +168%
BEI
31
Benjamin Edwards Inc
Missouri
$2.04M -$799K -15,602 -28%
XPN
32
XY Planning Network
Montana
$1.38M +$1.38M +27,044 New
TS
33
TradeWell Securities
Indiana
$1.17M +$200K +3,915 +21%
MML Investors Services
34
MML Investors Services
Massachusetts
$993K +$995K +19,439 New
WANY
35
Wealthspire Advisors (New York)
New York
$919K -$105K -2,054 -10%
Osaic Holdings
36
Osaic Holdings
Arizona
$799K +$10.4K +204 +1%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$792K +$794K +15,505 New
CIA
38
Concurrent Investment Advisors
Florida
$752K -$15.4K -300 -2%
DPI
39
Diversified Portfolios Inc
Michigan
$746K +$748K +14,608 New
RA
40
RFG Advisory
Alabama
$729K +$345K +6,738 +89%
SPA
41
Sentinel Pension Advisors
Massachusetts
$521K -$457K -8,919 -47%
NA
42
NewEdge Advisors
Louisiana
$457K +$20.1K +392 +5%
Citadel Advisors
43
Citadel Advisors
Florida
$413K -$367K -7,175 -47%
SCA
44
Snowden Capital Advisors
New York
$393K +$43.6K +852 +13%
AWM
45
Able Wealth Management
New Jersey
$342K +$343K +6,695 New
BAM
46
Belpointe Asset Management
Nevada
$292K +$293K +5,717 New
WAM
47
Worth Asset Management
Texas
$274K -$722K -14,106 -72%
RP
48
Riverwater Partners
Wisconsin
$252K +$16.3K +319 +7%
Raymond James Financial
49
Raymond James Financial
Florida
$228K -$4.45K -87 -2%
PP
50
Patten & Patten
Tennessee
$207K +$207K +4,049 New

UYLD Hedge Fund Activity: Q1 2025 in Review

59 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q1 2025, worth a combined $722M — up 14% from $633M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UYLD positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $39.9M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $2.77M.

  • 59 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $722M of Angel Oak UltraShort Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 12 funds opened new Angel Oak UltraShort Income ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $39.9M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q1 2025 was Richard P. Slaughter Associates, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2025.