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Angel Oak UltraShort Income ETF
UYLD

16 hedge funds and large institutions have $69.8M invested in Angel Oak UltraShort Income ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

45% more funds holding

Funds holding: 11 → 16 (+5)

3% more capital invested

Capital invested by funds: $68M → $69.8M (+$1.86M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.43% less ownership

Funds ownership: 78.33% → 74.9% (-3.4%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
5
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFA
Camarda Financial Advisors
Florida
+$1.84M
2
NA
NewEdge Advisors
Louisiana
+$527K
3
CWM
Congress Wealth Management
Massachusetts
+$463K
4
LPL Financial
LPL Financial
California
+$390K
5
TFA
Transamerica Financial Advisors
Florida
+$275K

Top Sellers

Rank Fund Capital Flow
1
CGA
Crescent Grove Advisors
Illinois
-$927K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$787K
3
GS
GTS Securities
New York
-$476K
4
GC
Gratus Capital
Georgia
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Gratus Capital
Georgia
$57.1M -$240K -4,746 -0.4%
CWM
2
Congress Wealth Management
Massachusetts
$2.34M +$463K +9,172 +25%
RCM
3
Requisite Capital Management
Texas
$2.28M – – –
CFA
4
Camarda Financial Advisors
Florida
$1.85M +$1.84M +36,511 New
Jane Street
5
Jane Street
New York
$1.69M +$195K +3,853 +13%
SPA
6
Sentinel Pension Advisors
Massachusetts
$1.22M +$198K +3,925 +19%
GS
7
GTS Securities
New York
$744K -$476K -9,423 -39%
NA
8
NewEdge Advisors
Louisiana
$529K +$527K +10,438 New
CGA
9
Crescent Grove Advisors
Illinois
$520K -$927K -18,350 -64%
ICM
10
Islay Capital Management
Texas
$507K – – –
LPL Financial
11
LPL Financial
California
$391K +$390K +7,722 New
Stifel Financial
12
Stifel Financial
Missouri
$327K +$8.33K +165 +3%
TFA
13
Transamerica Financial Advisors
Florida
$277K +$275K +5,455 New
IA
14
IFP Advisors
Florida
$67.5K +$66.7K +1,320 +11,000%
Osaic Holdings
15
Osaic Holdings
Arizona
$15.3K +$15.3K +302 New
UBS Group
16
UBS Group
Switzerland
$7.24K +$7.22K +143 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
– -$787K -15,603 Closed

UYLD Hedge Fund Activity: Q3 2023 in Review

16 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q3 2023, worth a combined $69.8M — up 2.7% from $68M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UYLD positions and 1 closed out — a net gain of 5 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $1.84M. The largest seller was Crescent Grove Advisors, cutting an estimated $927K.

  • 16 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q3 2023, up from 11 in Q2 2023.
  • Funds reported $69.8M of Angel Oak UltraShort Income ETF stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 6 funds opened new Angel Oak UltraShort Income ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q3 2023 was Camarda Financial Advisors, an estimated $1.84M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q3 2023 was Crescent Grove Advisors, an estimated $927K sold.

Based on aggregated 13F filings for Q3 2023.