Angel Oak UltraShort Income ETF
UYLD
11 hedge funds and large institutions have $68M invested in Angel Oak UltraShort Income ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
133% more capital invested
Capital invested by funds: $29.2M → $68M (+$38.8M)
83% more funds holding
Funds holding: 6 → 11 (+5)
16.99% more ownership
Funds ownership: 61.35% → 78.33% (+17%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratus Capital
Atlanta,
Georgia
|
+$31.1M |
| 2 |
RCM
Requisite Capital Management
Dallas,
Texas
|
+$2.27M |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.19M |
| 4 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
+$1.02M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$787K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$35.4K |
| 2 |
JP Morgan Chase
New York
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GC
1
Gratus Capital
Atlanta,
Georgia
| $57M | +$31.1M | +617,185 | +120% |
|
|
RCM
2
Requisite Capital Management
Dallas,
Texas
| $2.27M | +$2.27M | +44,977 | New |
|
|
CWM
3
Congress Wealth Management
Boston,
Massachusetts
| $1.87M | +$1.19M | +23,498 | +173% |
|
4
Jane Street
New York
| $1.48M | +$476K | +9,432 | +47% |
|
|
CGA
5
Crescent Grove Advisors
Lake Forest,
Illinois
| $1.44M | +$33.8K | +670 | +2% |
|
|
GS
6
GTS Securities
New York
| $1.22M | +$1.22M | +24,102 | New |
|
|
SPA
7
Sentinel Pension Advisors
Wakefield,
Massachusetts
| $1.02M | +$1.02M | +20,258 | New |
|
|
8
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $787K | +$787K | +15,603 | New |
|
|
ICM
9
Islay Capital Management
Lubbock,
Texas
| $504K | +$504K | +10,000 | New |
|
10
Stifel Financial
St. Louis,
Missouri
| $317K | +$317K | +6,289 | New |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $605 | +$605 | +12 | New |
|
|
12
UBS Group
Zurich,
Switzerland
| – | -$35.4K | -699 | Closed |
|
|
13
JP Morgan Chase
New York
| – | -$33K | -655 | Closed |
|
UYLD Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q2 2023, worth a combined $68M — up 133% from $29.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UYLD positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Gratus Capital, adding an estimated $31.1M. The largest seller was UBS Group, exiting entirely with an estimated $35.4K sold.
- 11 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q2 2023, up from 6 in Q1 2023.
- Funds reported $68M of Angel Oak UltraShort Income ETF stock for Q2 2023, up 133% quarter-over-quarter.
- 7 funds opened new Angel Oak UltraShort Income ETF positions in Q2 2023 and 2 closed out, a net change of +5 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q2 2023 was Gratus Capital, an estimated $31.1M added.
- The largest Angel Oak UltraShort Income ETF seller in Q2 2023 was UBS Group, an estimated $35.4K sold.
Based on aggregated 13F filings for Q2 2023.