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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

28 hedge funds and large institutions have $352M invested in Angel Oak UltraShort Income ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
17
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$243M
2
PWS
Precision Wealth Strategies
Missouri
+$2.78M
3
SMA
Sage Mountain Advisors
Georgia
+$2.54M
4
GC
Gratus Capital
Georgia
+$2.47M
5
TFA
Transamerica Financial Advisors
Florida
+$2.47M

Top Sellers

1
NA
NewEdge Advisors
Louisiana
-$1.31M
2
SPA
Sentinel Pension Advisors
Massachusetts
-$1.19M
3
Jane Street
Jane Street
New York
-$450K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$248K
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$239K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$243M +$243M +4,772,916 New
GC
2
Gratus Capital
Georgia
$53.3M +$2.47M +48,630 +5%
RCM
3
Requisite Capital Management
Texas
$6.65M +$58.6K +1,146 +0.9%
CFA
4
Camarda Financial Advisors
Florida
$5.33M +$1.69M +33,146 +46%
Stifel Financial
5
Stifel Financial
Missouri
$4.96M +$2.28M +44,829 +85%
CWM
6
Congress Wealth Management
Massachusetts
$4.46M +$1.39M +27,400 +45%
SMA
7
Sage Mountain Advisors
Georgia
$3.69M +$2.54M +49,851 +221%
HT
8
Heritage Trust
Oklahoma
$3.36M +$948K +18,643 +39%
UBS Group
9
UBS Group
Switzerland
$3.35M +$1.48M +29,171 +80%
LPL Financial
10
LPL Financial
California
$3.06M +$1.7M +33,390 +125%
MBTD
11
Mechanics Bank - Trust Department
California
$3.05M +$2.16M +42,500 +244%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$2.81M -$248K -4,876 -8%
PWS
13
Precision Wealth Strategies
Missouri
$2.78M +$2.78M +54,705 New
TFA
14
Transamerica Financial Advisors
Florida
$2.77M +$2.47M +48,510 +810%
LAM
15
Lewis Asset Management
California
$2.2M +$81.1K +1,594 +4%
SAM
16
Secure Asset Management
Michigan
$1.49M +$91.8K +1,804 +7%
ICM
17
Islay Capital Management
Texas
$1.27M +$384K +7,550 +43%
NA
18
NewEdge Advisors
Louisiana
$1.25M -$1.31M -25,721 -51%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$793K +$19.7K +387 +3%
SPA
20
Sentinel Pension Advisors
Massachusetts
$612K -$1.19M -23,404 -66%
CIA
21
Concurrent Investment Advisors
Florida
$503K -$30.6K -602 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$357K +$350K +6,882 +5,253%
CGA
23
Crescent Grove Advisors
Illinois
$329K -$82.1K -1,606 -20%
RPSA
24
Richard P. Slaughter Associates
Texas
$268K +$268K +5,261 New
MWA
25
Midland Wealth Advisors
Illinois
$235K +$235K +4,616 New
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