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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

24 hedge funds and large institutions have $88.6M invested in Angel Oak UltraShort Income ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
24
Holders Change
+8
Holders Change %
+50%
% of All Funds
0.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Requisite Capital Management
Texas
$6.56M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$3.04M
3
HT
3
Heritage Trust
Oklahoma
$2.39M
4
Stifel Financial
4
Stifel Financial
Missouri
$2.67M
5
LAM
5
Lewis Asset Management
California
$2.11M

Top Sellers

1
GC
1
Gratus Capital
Georgia
$50.5M
2
Jane Street
2
Jane Street
New York
$450K
3
GS
3
GTS Securities
New York
$0
4
CGA
4
Crescent Grove Advisors
Illinois
$409K
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Gratus Capital
Georgia
$50.5M 998,757 -127,496 -11%
RCM
2
Requisite Capital Management
Texas
$6.56M 128,970 +83,993 +187%
CFA
3
Camarda Financial Advisors
Florida
$3.63M 71,675 +35,164 +96%
CWM
4
Congress Wealth Management
Massachusetts
$3.05M 60,306 +14,079 +30%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.04M 60,086 +60,086 New
Stifel Financial
6
Stifel Financial
Missouri
$2.67M 52,750 +46,296 +717%
NA
7
NewEdge Advisors
Louisiana
$2.56M 50,367 +39,929 +383%
HT
8
Heritage Trust
Oklahoma
$2.39M 47,313 +47,313 New
LAM
9
Lewis Asset Management
California
$2.11M 41,673 +41,673 New
UBS Group
10
UBS Group
Switzerland
$1.85M 36,594 +36,451 +25,490%
SPA
11
Sentinel Pension Advisors
Massachusetts
$1.79M 35,427 +11,244 +46%
SAM
12
Secure Asset Management
Michigan
$1.39M 27,550 +27,550 New
LPL Financial
13
LPL Financial
California
$1.35M 26,723 +19,001 +246%
SMA
14
Sage Mountain Advisors
Georgia
$1.14M 22,600 +22,600 New
ICM
15
Islay Capital Management
Texas
$885K 17,500 +7,500 +75%
MBTD
16
Mechanics Bank - Trust Department
California
$883K 17,450 +17,450 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$769K 15,204 +15,204 New
CIA
18
Concurrent Investment Advisors
Florida
$531K 10,498 +10,498 New
Jane Street
19
Jane Street
New York
$450K 8,899 -24,386 -73%
CGA
20
Crescent Grove Advisors
Illinois
$409K 8,037 -2,230 -22%
TFA
21
Transamerica Financial Advisors
Florida
$304K 5,992 +537 +10%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$239K 4,743 +4,743 New
BEI
23
Benjamin Edwards Inc
Missouri
$75K 1,482 +1,482 New
Osaic Holdings
24
Osaic Holdings
Arizona
$6.63K 131 -171 -57%
GS
25
GTS Securities
New York
– – -14,679 Closed
1
2