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Angel Oak UltraShort Income ETF
UYLD

25 hedge funds and large institutions have $89.7M invested in Angel Oak UltraShort Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

56% more funds holding

Funds holding: 16 → 25 (+9)

28% more capital invested

Capital invested by funds: $69.8M → $89.7M (+$19.8M)

5.62% more ownership

Funds ownership: 74.9% → 80.52% (+5.6%)

Holders
25
Holders Change
+9
Holders Change %
+56.25%
% of All Funds
0.36%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
10
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Requisite Capital Management
Texas
+$4.25M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.04M
3
HT
Heritage Trust
Oklahoma
+$2.39M
4
Stifel Financial
Stifel Financial
Missouri
+$2.34M
5
NA
NewEdge Advisors
Louisiana
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
GC
Gratus Capital
Georgia
-$6.45M
2
Jane Street
Jane Street
New York
-$1.23M
3
GS
GTS Securities
New York
-$744K
4
CGA
Crescent Grove Advisors
Illinois
-$113K
5
IA
IFP Advisors
Florida
-$67.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Gratus Capital
Georgia
$50.5M -$6.45M -127,496 -11%
RCM
2
Requisite Capital Management
Texas
$6.56M +$4.25M +83,993 +187%
CFA
3
Camarda Financial Advisors
Florida
$3.63M +$1.78M +35,164 +96%
CWM
4
Congress Wealth Management
Massachusetts
$3.05M +$712K +14,079 +30%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.04M +$3.04M +60,086 New
Stifel Financial
6
Stifel Financial
Missouri
$2.67M +$2.34M +46,296 +717%
NA
7
NewEdge Advisors
Louisiana
$2.56M +$2.02M +39,929 +383%
HT
8
Heritage Trust
Oklahoma
$2.39M +$2.39M +47,313 New
LAM
9
Lewis Asset Management
California
$2.11M +$2.11M +41,673 New
UBS Group
10
UBS Group
Switzerland
$1.85M +$1.84M +36,451 +25,490%
SPA
11
Sentinel Pension Advisors
Massachusetts
$1.79M +$569K +11,244 +46%
SAM
12
Secure Asset Management
Michigan
$1.39M +$1.39M +27,550 New
LPL Financial
13
LPL Financial
California
$1.35M +$961K +19,001 +246%
SMA
14
Sage Mountain Advisors
Georgia
$1.14M +$1.14M +22,600 New
IFG
15
Independent Financial Group
California
$1.05M +$1.05M +20,698 New
ICM
16
Islay Capital Management
Texas
$885K +$379K +7,500 +75%
MBTD
17
Mechanics Bank - Trust Department
California
$883K +$883K +17,450 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$769K +$769K +15,204 New
CIA
19
Concurrent Investment Advisors
Florida
$531K +$531K +10,498 New
Jane Street
20
Jane Street
New York
$450K -$1.23M -24,386 -73%
CGA
21
Crescent Grove Advisors
Illinois
$409K -$113K -2,230 -22%
TFA
22
Transamerica Financial Advisors
Florida
$304K +$27.2K +537 +10%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$239K +$240K +4,743 New
BEI
24
Benjamin Edwards Inc
Missouri
$75K +$75K +1,482 New
Osaic Holdings
25
Osaic Holdings
Arizona
$6.63K -$8.65K -171 -57%
1
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UYLD Hedge Fund Activity: Q4 2023 in Review

25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q4 2023, worth a combined $89.7M — up 28% from $69.8M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UYLD positions and 2 closed out — a net gain of 9 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Requisite Capital Management, adding an estimated $4.25M. The largest seller was Gratus Capital, cutting an estimated $6.45M.

  • 25 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q4 2023, up from 16 in Q3 2023.
  • Funds reported $89.7M of Angel Oak UltraShort Income ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 11 funds opened new Angel Oak UltraShort Income ETF positions in Q4 2023 and 2 closed out, a net change of +9 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q4 2023 was Requisite Capital Management, an estimated $4.25M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q4 2023 was Gratus Capital, an estimated $6.45M sold.

Based on aggregated 13F filings for Q4 2023.