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Angel Oak UltraShort Income ETF

98 hedge funds and large institutions have $992M invested in Angel Oak UltraShort Income ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

15% more funds holding

Funds holding: 8598 (+13)

9% less capital invested

Capital invested by funds: $1.09B → $992M (-$95.7M)

16.73% less ownership

Funds ownership: 88.55%71.83% (-17%)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.21%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
19
Increased
43
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$7.01M +$1.6M +31,170 +29%
SMA
27
Sage Mountain Advisors
Georgia
$6.44M -$6.76K -132 -0.1%
TWM
28
TCFG Wealth Management
California
$5.29M -$125K -2,450 -2%
TIA
29
TCFG Investment Advisors
California
$5.29M +$5.31M +103,664 New
NAM
30
NorthCrest Asset Manangement
Minnesota
$5.16M +$549K +10,718 +12%
JTF
31
J. Team Financial
Texas
$4.88M +$346K +6,753 +8%
PCM
32
Parsons Capital Management
Rhode Island
$4.88M -$77.3K -1,509 -2%
VT
33
Vise Technologies
New York
$4.39M
CIA
34
Concurrent Investment Advisors
Florida
$4.04M +$739K +14,432 +22%
XPN
35
XY Planning Network
Montana
$3.25M +$852K +16,633 +35%
LAM
36
Lewis Asset Management
California
$3.09M +$149K +2,914 +5%
HighTower Advisors
37
HighTower Advisors
Illinois
$3.02M +$3.03M +59,149 New
MAC
38
Mason & Associates (California)
California
$2.48M +$2.48M +48,322 New
AWA
39
Arkadios Wealth Advisors
Georgia
$2.45M +$1.94M +37,797 +367%
MBTD
40
Mechanics Bank - Trust Department
California
$2.39M +$75K +1,465 +3%
MWML
41
M Wealth Management LLC
California
$2.38M -$76.8K -1,499 -3%
TFA
42
Transamerica Financial Advisors
Florida
$2.37M -$123K -2,405 -5%
BFA
43
Brown Financial Advisors
Ohio
$2.21M -$1.73M -33,811 -44%
BEI
44
Benjamin Edwards Inc
Missouri
$2.14M +$90.5K +1,766 +4%
Jane Street
45
Jane Street
New York
$2.09M +$2.09M +40,877 New
TS
46
TradeWell Securities
Indiana
$1.67M +$69.7K +1,360 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.64M +$568K +11,090 +52%
IC
48
IEQ Capital
California
$1.57M +$657K +12,821 +72%
CFA
49
Camarda Financial Advisors
Florida
$1.46M -$20.9K -409 -1%
MFS
50
Mattson Financial Services
Michigan
$1.29M -$167K -3,266 -11%