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Angel Oak UltraShort Income ETF
UYLD

67 hedge funds and large institutions have $805M invested in Angel Oak UltraShort Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

14% more funds holding

Funds holding: 59 → 67 (+8)

12% more capital invested

Capital invested by funds: $722M → $805M (+$83.1M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.74% less ownership

Funds ownership: 89.03% → 88.29% (-0.74%)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
35
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$45M
2
SGCA
Steel Grove Capital Advisors
Tennessee
+$5.13M
3
GWM
Greenwich Wealth Management
Connecticut
+$4.8M
4
RCM
Requisite Capital Management
Texas
+$3.99M
5
Jane Street
Jane Street
New York
+$3.29M

Top Sellers

Rank Fund Capital Flow
1
CGA
Crescent Grove Advisors
Illinois
-$4.53M
2
UBS Group
UBS Group
Switzerland
-$2.68M
3
CFA
Camarda Financial Advisors
Florida
-$1.33M
4
MML Investors Services
MML Investors Services
Massachusetts
-$993K
5
TWM
TCFG Wealth Management
California
-$562K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$3.29M +$3.29M +64,385 New
PWS
27
Precision Wealth Strategies
Missouri
$3.25M +$317K +6,209 +11%
SMA
28
Sage Mountain Advisors
Georgia
$3.09M -$322K -6,305 -9%
NAM
29
NorthCrest Asset Manangement
Minnesota
$2.83M +$548K +10,717 +24%
MWML
30
M Wealth Management LLC
California
$2.73M +$2.73M +53,400 New
LAM
31
Lewis Asset Management
California
$2.55M +$248K +4,845 +11%
MBTD
32
Mechanics Bank - Trust Department
California
$2.52M -$551K -10,775 -18%
TFA
33
Transamerica Financial Advisors
Florida
$2.51M -$66.2K -1,295 -3%
XPN
34
XY Planning Network
Montana
$2.22M +$841K +16,456 +61%
AWM
35
Able Wealth Management
New Jersey
$2.14M +$1.8M +35,164 +525%
BEI
36
Benjamin Edwards Inc
Missouri
$1.75M -$287K -5,609 -14%
CFA
37
Camarda Financial Advisors
Florida
$1.61M -$1.33M -25,935 -45%
CIA
38
Concurrent Investment Advisors
Florida
$1.2M +$452K +8,840 +60%
TS
39
TradeWell Securities
Indiana
$1.19M +$21K +411 +2%
Citadel Advisors
40
Citadel Advisors
Florida
$1.12M +$704K +13,775 +171%
FTUS
41
Flow Traders U.S.
New York
$1M +$1M +19,596 New
WAM
42
Worth Asset Management
Texas
$926K +$653K +12,773 +238%
Osaic Holdings
43
Osaic Holdings
Arizona
$837K +$38.9K +761 +5%
CPRC
44
Consolidated Portfolio Review Corp
New York
$817K +$818K +16,000 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$794K +$1.79K +35 +0.2%
WANY
46
Wealthspire Advisors (New York)
New York
$672K -$246K -4,817 -27%
DPI
47
Diversified Portfolios Inc
Michigan
$518K -$228K -4,464 -31%
RA
48
RFG Advisory
Alabama
$483K -$246K -4,816 -34%
SPA
49
Sentinel Pension Advisors
Massachusetts
$478K -$43.2K -845 -8%
NA
50
NewEdge Advisors
Louisiana
$458K +$1.84K +36 +0.4%
1
2
3

UYLD Hedge Fund Activity: Q2 2025 in Review

67 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q2 2025, worth a combined $805M — up 12% from $722M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UYLD positions and 2 closed out — a net gain of 8 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $45M. The largest seller was Crescent Grove Advisors, cutting an estimated $4.53M.

  • 67 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q2 2025, up from 59 in Q1 2025.
  • Funds reported $805M of Angel Oak UltraShort Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 10 funds opened new Angel Oak UltraShort Income ETF positions in Q2 2025 and 2 closed out, a net change of +8 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $45M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q2 2025 was Crescent Grove Advisors, an estimated $4.53M sold.

Based on aggregated 13F filings for Q2 2025.