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Angel Oak UltraShort Income ETF

36 hedge funds and large institutions have $404M invested in Angel Oak UltraShort Income ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
19
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$265M 5,198,776 +425,860 +9%
GC
2
Gratus Capital
Georgia
$56.7M 1,113,506 +66,119 +6%
CWM
3
Congress Wealth Management
Massachusetts
$11.8M 231,759 +144,053 +164%
RCM
4
Requisite Capital Management
Texas
$7.34M 143,498 +13,382 +10%
UBS Group
5
UBS Group
Switzerland
$6.82M 134,050 +68,285 +104%
Stifel Financial
6
Stifel Financial
Missouri
$6.29M 123,655 +26,076 +27%
CFA
7
Camarda Financial Advisors
Florida
$5.61M 110,171 +5,350 +5%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$4.71M 92,460 +92,460 New
HT
9
Heritage Trust
Oklahoma
$4.41M 86,568 +20,612 +31%
MWA
10
Midland Wealth Advisors
Illinois
$3.71M 72,823 +68,207 +1,478%
SMA
11
Sage Mountain Advisors
Georgia
$3.55M 69,739 -2,712 -4%
LPL Financial
12
LPL Financial
California
$3.52M 69,238 +9,125 +15%
MBTD
13
Mechanics Bank - Trust Department
California
$2.91M 57,100 -2,850 -5%
TFA
14
Transamerica Financial Advisors
Florida
$2.77M 54,502
BFEC
15
Benjamin F. Edwards & Company
Missouri
$2.32M 45,526 -9,684 -18%
PWS
16
Precision Wealth Strategies
Missouri
$2.27M 44,511 -10,194 -19%
LAM
17
Lewis Asset Management
California
$2.24M 44,086 +819 +2%
SAM
18
Secure Asset Management
Michigan
$2.09M 41,003 +11,649 +40%
ICM
19
Islay Capital Management
Texas
$1.66M 32,711 +7,661 +31%
Citadel Advisors
20
Citadel Advisors
Florida
$1.64M 32,247 +32,247 New
SPA
21
Sentinel Pension Advisors
Massachusetts
$1.58M 30,983 +18,960 +158%
CGA
22
Crescent Grove Advisors
Illinois
$1.21M 23,657 +17,226 +268%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.12M 21,915 +6,324 +41%
NA
24
NewEdge Advisors
Louisiana
$611K 12,012 -12,634 -51%
CIA
25
Concurrent Investment Advisors
Florida
$505K 9,915 +19 +0.2%