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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
FWP
76
Firethorn Wealth Partners
Georgia
$343K +$3.84K +75 +1%
BCA
77
Bay Colony Advisors
Massachusetts
$325K -$53.9K -1,052 -14%
RFW
78
Redwood Family Wealth
Texas
$300K +$5.74K +112 +2%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$291K +$265K +5,164 +967%
WANY
80
Wealthspire Advisors (New York)
New York
$283K
BAM
81
Belpointe Asset Management
Nevada
$272K +$32K +625 +13%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$261K -$11.2K -219 -4%
AQR Capital Management
83
AQR Capital Management
Connecticut
$207K +$208K +4,057 New
SWP
84
Stratos Wealth Partners
Ohio
$204K +$205K +4,004 New
JP Morgan Chase
85
JP Morgan Chase
New York
$162K +$46.2K +902 +40%
Morgan Stanley
86
Morgan Stanley
New York
$139K
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$89.3K -$169K -3,308 -65%
Bessemer Group
88
Bessemer Group
New Jersey
$41K
NA
89
NewEdge Advisors
Louisiana
$36.1K -$420K -8,195 -92%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$25K -$21K -410 -46%
EP
91
Essential Partners
California
$19K +$205 +4 +1%
AWM
92
AE Wealth Management
Kansas
$12.2K
FCT
93
Family Capital Trust
Massachusetts
$7.25K +$3.18K +62 +78%
PCFFS
94
Pacific Center for Financial Services
California
$6.79K +$6.81K +133 New
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$5.61K +$5.63K +110 New
AssetMark Inc
96
AssetMark Inc
California
$5.31K
FIM
97
FWL Investment Management
Texas
$1.94K
AF
98
Allworth Financial
California
$358
FFA
99
Farther Finance Advisors
California
$11 -$102 -2 Closed
AWM
100
Accurate Wealth Management
Florida
-$259K -5,063 Closed