Angel Oak UltraShort Income ETF
UYLD
37 hedge funds and large institutions have $406M invested in Angel Oak UltraShort Income ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 6
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
28% more funds holding
Funds holding: 29 → 37 (+8)
15% more capital invested
Capital invested by funds: $353M → $406M (+$53.1M)
2.69% less ownership
Funds ownership: 93.79% → 91.1% (-2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.7M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$7.34M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.71M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.48M |
| 5 |
MWA
Midland Wealth Advisors
Effingham,
Illinois
|
+$3.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$644K |
| 2 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$519K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$494K |
| 4 |
MBTD
Mechanics Bank - Trust Department
Walnut Creek,
California
|
-$145K |
| 5 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$138K |
UYLD Hedge Fund Activity: Q2 2024 in Review
37 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q2 2024, worth a combined $406M — up 15% from $353M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UYLD positions and 2 closed out — a net gain of 8 holders — while 20 added to existing stakes and 6 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $21.7M. The largest seller was NewEdge Advisors, cutting an estimated $644K.
- 37 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $406M of Angel Oak UltraShort Income ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 10 funds opened new Angel Oak UltraShort Income ETF positions in Q2 2024 and 2 closed out, a net change of +8 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $21.7M added.
- The largest Angel Oak UltraShort Income ETF seller in Q2 2024 was NewEdge Advisors, an estimated $644K sold.
Based on aggregated 13F filings for Q2 2024.