Angel Oak UltraShort Income ETF
UYLD
59 hedge funds and large institutions have $722M invested in Angel Oak UltraShort Income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
75% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 16
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
14% more capital invested
Capital invested by funds: $633M → $722M (+$88.8M)
9% more funds holding
Funds holding: 54 → 59 (+5)
1.21% less ownership
Funds ownership: 90.24% → 89.03% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$39.9M |
| 2 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$10M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.97M |
| 4 |
CCB
Country Club Bank
Kansas City,
Missouri
|
+$5.21M |
| 5 |
IA
IFC Advisors
Los Angeles,
California
|
+$4.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
-$2.77M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.32M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$996K |
| 4 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$972K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$799K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
BlackRock
New York
| $81.5K | – | – | – |
|
|
FFA
52
Farther Finance Advisors
San Francisco,
California
| $74.1K | +$973 | +19 | +1% |
|
53
Morgan Stanley
New York
| $55.2K | -$1.33K | -26 | -2% |
|
|
BTI
54
Blue Trust Inc
Alpharetta,
Georgia
| $49.6K | +$49.7K | +970 | New |
|
55
Comerica Bank
Dallas,
Texas
| $6.85K | +$461 | +9 | +7% |
|
56
AssetMark Inc
Concord,
California
| $5.31K | – | – | – |
|
|
FCT
57
Family Capital Trust
Peabody,
Massachusetts
| $4.09K | +$4.1K | +80 | New |
|
|
FIM
58
FWL Investment Management
Dallas,
Texas
| $1.95K | – | – | – |
|
59
JP Morgan Chase
New York
| $102 | -$13.2K | -258 | -99% |
|
|
OMC
60
Old Mission Capital
Chicago,
Illinois
| – | -$1.32M | -25,911 | Closed |
|
|
61
US Bancorp
Minneapolis,
Minnesota
| – | -$996K | -19,500 | Closed |
|
|
SAM
62
Secure Asset Management
Troy,
Michigan
| – | -$972K | -19,028 | Closed |
|
|
FTUS
63
Flow Traders U.S.
New York
| – | -$376K | -7,359 | Closed |
|
|
TRCT
64
Tower Research Capital (TRC)
New York
| – | -$14.4K | -282 | Closed |
|
65
Bank of America
Charlotte,
North Carolina
| – | -$6.64K | -130 | Closed |
|
UYLD Hedge Fund Activity: Q1 2025 in Review
59 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q1 2025, worth a combined $722M — up 14% from $633M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UYLD positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 16 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $39.9M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $2.77M.
- 59 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q1 2025, up from 54 in Q4 2024.
- Funds reported $722M of Angel Oak UltraShort Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
- 12 funds opened new Angel Oak UltraShort Income ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $39.9M added.
- The largest Angel Oak UltraShort Income ETF seller in Q1 2025 was Richard P. Slaughter Associates, an estimated $2.77M sold.
Based on aggregated 13F filings for Q1 2025.