We are live on ! Find out more
UYLD icon

Angel Oak UltraShort Income ETF
UYLD

80 hedge funds and large institutions have $981M invested in Angel Oak UltraShort Income ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $805M → $981M (+$177M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more funds holding

Funds holding: 67 → 80 (+13)

0.51% less ownership

Funds ownership: 88.29% → 87.77% (-0.51%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
18
Increased
36
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$72.1M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$41.9M
3
Osaic Holdings
Osaic Holdings
Arizona
+$24.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$14.3M
5
UBS Group
UBS Group
Switzerland
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
-$18M
2
VT
Vise Technologies
New York
-$3.82M
3
CGA
Crescent Grove Advisors
Illinois
-$2.86M
4
RPSA
Richard P. Slaughter Associates
Texas
-$2.36M
5
Jane Street
Jane Street
New York
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$5.11M +$507K +9,892 +11%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.83M +$324K +6,329 +7%
PCM
28
Parsons Capital Management
Rhode Island
$4.59M -$216K -4,217 -4%
JTF
29
J. Team Financial
Texas
$3.68M +$3.69M +72,044 New
BFA
30
Brown Financial Advisors
Ohio
$3.59M +$3.6M +70,203 New
NAM
31
NorthCrest Asset Manangement
Minnesota
$3.35M +$517K +10,092 +18%
LAM
32
Lewis Asset Management
California
$2.62M +$59.5K +1,162 +2%
MWML
33
M Wealth Management LLC
California
$2.49M -$241K -4,700 -9%
TFA
34
Transamerica Financial Advisors
Florida
$2.48M -$27.4K -534 -1%
MBTD
35
Mechanics Bank - Trust Department
California
$2.44M -$76.8K -1,500 -3%
XPN
36
XY Planning Network
Montana
$2.22M – – –
BEI
37
Benjamin Edwards Inc
Missouri
$2.15M +$394K +7,695 +22%
VT
38
Vise Technologies
New York
$1.93M -$3.82M -74,559 -66%
CFG
39
Copley Financial Group
California
$1.86M +$1.86M +36,320 New
Jane Street
40
Jane Street
New York
$1.84M -$1.46M -28,464 -44%
CFA
41
Camarda Financial Advisors
Florida
$1.6M -$12.6K -245 -0.8%
TS
42
TradeWell Securities
Indiana
$1.48M +$289K +5,639 +24%
MFS
43
Mattson Financial Services
Michigan
$1.4M +$1.41M +27,432 New
FTUS
44
Flow Traders U.S.
New York
$1.4M +$398K +7,764 +40%
PW
45
Paladin Wealth
Minnesota
$1.13M +$1.13M +22,047 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$1.01M +$1.01M +19,674 New
CIA
47
Concurrent Investment Advisors
Florida
$982K -$224K -4,372 -19%
RCM
48
Requisite Capital Management
Texas
$944K -$18M -352,151 -95%
IC
49
IEQ Capital
California
$897K +$898K +17,536 New
KAS
50
Kestra Advisory Services
Texas
$835K +$836K +16,317 New
1
2
3 4

UYLD Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q3 2025, worth a combined $981M — up 22% from $805M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UYLD positions and 4 closed out — a net gain of 14 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $72.1M. The largest seller was Requisite Capital Management, cutting an estimated $18M.

  • 80 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $981M of Angel Oak UltraShort Income ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 18 funds opened new Angel Oak UltraShort Income ETF positions in Q3 2025 and 4 closed out, a net change of +14 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q3 2025 was Gradient Investments, an estimated $72.1M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q3 2025 was Requisite Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.