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Angel Oak UltraShort Income ETF

6 hedge funds and large institutions have $29.2M invested in Angel Oak UltraShort Income ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more funds holding

Funds holding: 46 (+2)

8% more capital invested

Capital invested by funds: $27.1M → $29.2M (+$2.09M)

0.03% more ownership

Funds ownership: 61.31%61.35% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
2
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gratus Capital
Georgia
$26M +$748K +14,821 +3%
CGA
2
Crescent Grove Advisors
Illinois
$1.41M -$13.1K -260 -0.9%
Jane Street
3
Jane Street
New York
$1.01M +$1.01M +20,000 New
CWM
4
Congress Wealth Management
Massachusetts
$686K +$206K +4,087 +43%
UBS Group
5
UBS Group
Switzerland
$35.4K +$35.3K +699 New
JP Morgan Chase
6
JP Morgan Chase
New York
$33K +$33.1K +655 New
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
-$145K -2,900 Closed

UYLD Hedge Fund Activity: Q1 2023 in Review

6 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q1 2023, worth a combined $29.2M — up 7.7% from $27.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UYLD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.01M. The largest seller was Rockefeller Capital Management, exiting entirely with an estimated $145K sold.

  • 6 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q1 2023, up from 4 in Q4 2022.
  • Funds reported $29.2M of Angel Oak UltraShort Income ETF stock for Q1 2023, up 7.7% quarter-over-quarter.
  • 3 funds opened new Angel Oak UltraShort Income ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q1 2023 was Jane Street, an estimated $1.01M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q1 2023 was Rockefeller Capital Management, an estimated $145K sold.

Based on aggregated 13F filings for Q1 2023.