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Angel Oak UltraShort Income ETF

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: 56 (+1)

19% more funds holding

Funds holding: 6780 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
51
Consolidated Portfolio Review Corp
New York
$833K +$14.7K +286 +2%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$773K -$21.6K -422 -3%
DPI
53
Diversified Portfolios Inc
Michigan
$748K +$229K +4,480 +44%
AWM
54
Accurate Wealth Management
Florida
$746K +$745K +14,550 New
NA
55
NewEdge Advisors
Louisiana
$604K +$146K +2,843 +32%
WANY
56
Wealthspire Advisors (New York)
New York
$597K -$76.2K -1,488 -11%
BCA
57
Bay Colony Advisors
Massachusetts
$523K +$108K +2,117 +26%
RP
58
Riverwater Partners
Wisconsin
$471K +$162K +3,171 +53%
FWP
59
Firethorn Wealth Partners
Georgia
$390K +$140K +2,726 +56%
RA
60
RFG Advisory
Alabama
$377K -$107K -2,088 -22%
SCA
61
Snowden Capital Advisors
New York
$374K -$47.8K -934 -11%
FIA
62
Foundations Investment Advisors
Arizona
$245K +$245K +4,792 New
AWA
63
A4 Wealth Advisors
North Carolina
$240K +$240K +4,687 New
MML Investors Services
64
MML Investors Services
Massachusetts
$236K +$236K +4,615 New
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$230K +$230K +4,491 New
BAM
66
Belpointe Asset Management
Nevada
$229K -$21.7K -424 -9%
WAM
67
Worth Asset Management
Texas
$206K -$723K -14,120 -78%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$199K +$199K +3,882 New
Morgan Stanley
69
Morgan Stanley
New York
$93.1K
JP Morgan Chase
70
JP Morgan Chase
New York
$71.2K +$71.1K +1,389 +46,300%
BlackRock
71
BlackRock
New York
$61.6K -$20K -391 -24%
MCM
72
MAI Capital Management
Ohio
$28.1K +$28.1K +549 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$26K +$26.2K +512 New
AWM
74
AE Wealth Management
Kansas
$12.7K +$12.7K +248 New
EP
75
Essential Partners
California
$11.2K +$1.9K +37 +20%

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.