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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

64 hedge funds and large institutions have $797M invested in Angel Oak UltraShort Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
32
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

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

1
CGA
Crescent Grove Advisors
Illinois
-$4.53M
2
UBS Group
UBS Group
Switzerland
-$2.67M
3
CFA
Camarda Financial Advisors
Florida
-$1.32M
4
MML Investors Services
MML Investors Services
Massachusetts
-$993K
5
TWM
TCFG Wealth Management
California
-$562K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Precision Wealth Strategies
Missouri
$3.25M +$317K +6,209 +11%
SMA
27
Sage Mountain Advisors
Georgia
$3.09M -$322K -6,305 -9%
NAM
28
NorthCrest Asset Manangement
Minnesota
$2.83M +$548K +10,717 +24%
MWML
29
M Wealth Management LLC
California
$2.73M +$2.73M +53,400 New
LAM
30
Lewis Asset Management
California
$2.55M +$247K +4,845 +11%
MBTD
31
Mechanics Bank - Trust Department
California
$2.52M -$550K -10,775 -18%
TFA
32
Transamerica Financial Advisors
Florida
$2.51M -$66.1K -1,295 -3%
XPN
33
XY Planning Network
Montana
$2.22M +$840K +16,456 +61%
AWM
34
Able Wealth Management
New Jersey
$2.14M +$1.8M +35,164 +525%
BEI
35
Benjamin Edwards Inc
Missouri
$1.75M -$286K -5,609 -14%
CFA
36
Camarda Financial Advisors
Florida
$1.61M -$1.32M -25,935 -45%
CIA
37
Concurrent Investment Advisors
Florida
$1.2M +$451K +8,840 +60%
Citadel Advisors
38
Citadel Advisors
Florida
$1.12M +$703K +13,775 +171%
FTUS
39
Flow Traders U.S.
New York
$1M +$1M +19,596 New
WAM
40
Worth Asset Management
Texas
$926K +$652K +12,773 +238%
CPRC
41
Consolidated Portfolio Review Corp
New York
$817K +$817K +16,000 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$794K +$1.79K +35 +0.2%
Osaic Holdings
43
Osaic Holdings
Arizona
$788K -$10.4K -204 -1%
WANY
44
Wealthspire Advisors (New York)
New York
$672K -$246K -4,817 -27%
DPI
45
Diversified Portfolios Inc
Michigan
$518K -$228K -4,464 -31%
RA
46
RFG Advisory
Alabama
$483K -$246K -4,816 -34%
SPA
47
Sentinel Pension Advisors
Massachusetts
$478K -$43.2K -845 -8%
NA
48
NewEdge Advisors
Louisiana
$458K +$1.84K +36 +0.4%
SCA
49
Snowden Capital Advisors
New York
$420K +$28.6K +560 +7%
BCA
50
Bay Colony Advisors
Massachusetts
$414K +$414K +8,107 New
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