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Angel Oak UltraShort Income ETF

85 hedge funds and large institutions have $1.09B invested in Angel Oak UltraShort Income ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $981M → $1.09B (+$106M)

6% more funds holding

Funds holding: 8085 (+5)

0.78% more ownership

Funds ownership: 87.77%88.55% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
47
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
26
TCFG Wealth Management
California
$5.43M -$84.1K -1,642 -2%
AWM
27
Able Wealth Management
New Jersey
$5.02M -$2.43M -47,344 -33%
PCM
28
Parsons Capital Management
Rhode Island
$4.96M +$370K +7,223 +8%
NAM
29
NorthCrest Asset Manangement
Minnesota
$4.62M +$1.27M +24,887 +38%
JTF
30
J. Team Financial
Texas
$4.54M +$861K +16,804 +23%
VT
31
Vise Technologies
New York
$4.39M +$2.46M +48,058 +127%
BFA
32
Brown Financial Advisors
Ohio
$3.94M +$354K +6,911 +10%
Raymond James Financial
33
Raymond James Financial
Florida
$3.66M +$3.67M +71,572 New
CIA
34
Concurrent Investment Advisors
Florida
$3.31M +$2.33M +45,486 +237%
LAM
35
Lewis Asset Management
California
$2.95M +$333K +6,497 +13%
TFA
36
Transamerica Financial Advisors
Florida
$2.5M +$14.2K +277 +0.6%
MWML
37
M Wealth Management LLC
California
$2.46M -$28.2K -550 -1%
XPN
38
XY Planning Network
Montana
$2.4M +$179K +3,493 +8%
MBTD
39
Mechanics Bank - Trust Department
California
$2.32M -$128K -2,500 -5%
BEI
40
Benjamin Edwards Inc
Missouri
$2.05M -$94.8K -1,851 -4%
TS
41
TradeWell Securities
Indiana
$1.59M +$112K +2,194 +8%
CFA
42
Camarda Financial Advisors
Florida
$1.49M -$114K -2,224 -7%
MFS
43
Mattson Financial Services
Michigan
$1.46M +$53.8K +1,050 +4%
CFG
44
Copley Financial Group
California
$1.4M -$461K -9,006 -25%
PW
45
Paladin Wealth
Minnesota
$1.21M +$82.9K +1,618 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.08M +$308K +6,007 +40%
KAS
47
Kestra Advisory Services
Texas
$931K +$96.2K +1,877 +12%
IC
48
IEQ Capital
California
$913K +$16.1K +314 +2%
Citadel Advisors
49
Citadel Advisors
Florida
$787K -$14.6M -284,797 -95%
DPI
50
Diversified Portfolios Inc
Michigan
$756K +$7.68K +150 +1%