UYLD icon

Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

58 hedge funds and large institutions have $715M invested in Angel Oak UltraShort Income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% 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
27
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.8M
2
CGA
Crescent Grove Advisors
Illinois
+$10.1M
3
UBS Group
UBS Group
Switzerland
+$6.96M
4
CCB
Country Club Bank
Missouri
+$5.23M
5
IA
IFC Advisors
California
+$4.72M

Top Sellers

1
RPSA
Richard P. Slaughter Associates
Texas
-$2.76M
2
OMC
Old Mission Capital
Illinois
-$1.32M
3
US Bancorp
US Bancorp
Minnesota
-$996K
4
SAM
Secure Asset Management
Michigan
-$972K
5
BEI
Benjamin Edwards Inc
Missouri
-$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Greenwich Wealth Management
Connecticut
$2.79M +$2.79M +54,517 New
TFA
27
Transamerica Financial Advisors
Florida
$2.57M -$119K -2,328 -4%
LAM
28
Lewis Asset Management
California
$2.31M +$80.3K +1,571 +4%
NAM
29
NorthCrest Asset Manangement
Minnesota
$2.28M +$1.43M +27,963 +168%
BEI
30
Benjamin Edwards Inc
Missouri
$2.04M -$797K -15,602 -28%
XPN
31
XY Planning Network
Montana
$1.38M +$1.38M +27,044 New
TS
32
TradeWell Securities
Indiana
$1.17M +$200K +3,915 +21%
MML Investors Services
33
MML Investors Services
Massachusetts
$993K +$993K +19,439 New
WANY
34
Wealthspire Advisors (New York)
New York
$919K -$105K -2,054 -10%
Osaic Holdings
35
Osaic Holdings
Arizona
$799K +$10.4K +204 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$792K +$792K +15,505 New
CIA
37
Concurrent Investment Advisors
Florida
$752K -$15.3K -300 -2%
DPI
38
Diversified Portfolios Inc
Michigan
$746K +$746K +14,608 New
RA
39
RFG Advisory
Alabama
$729K +$344K +6,738 +89%
SPA
40
Sentinel Pension Advisors
Massachusetts
$521K -$456K -8,919 -47%
NA
41
NewEdge Advisors
Louisiana
$457K +$20K +392 +5%
Citadel Advisors
42
Citadel Advisors
Florida
$413K -$367K -7,175 -47%
SCA
43
Snowden Capital Advisors
New York
$393K +$43.7K +852 +13%
AWM
44
Able Wealth Management
New Jersey
$342K +$342K +6,695 New
BAM
45
Belpointe Asset Management
Nevada
$292K +$292K +5,717 New
WAM
46
Worth Asset Management
Texas
$274K -$721K -14,106 -72%
RP
47
Riverwater Partners
Wisconsin
$252K +$16.3K +319 +7%
Raymond James Financial
48
Raymond James Financial
Florida
$228K -$4.45K -87 -2%
PP
49
Patten & Patten
Tennessee
$207K +$207K +4,049 New
BlackRock
50
BlackRock
New York
$81.5K – – –
1
2
3