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Angel Oak UltraShort Income ETF

42 hedge funds and large institutions have $544M invested in Angel Oak UltraShort Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.61%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
23
Reduced
7
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
$330M 6,448,518 +1,249,742 +24%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$53.8M 1,050,698 +1,050,698 New
RPSA
3
Richard P. Slaughter Associates
Texas
$34.3M 670,927 +665,533 +12,338%
UBS Group
4
UBS Group
Switzerland
$20M 391,154 +257,104 +192%
CWM
5
Congress Wealth Management
Massachusetts
$13.2M 257,290 +25,531 +11%
RCM
6
Requisite Capital Management
Texas
$7.95M 154,575 +11,077 +8%
KPWS
7
Kestra Private Wealth Services
Texas
$7.93M 154,892 +154,892 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$7.64M 149,252 +56,792 +61%
Stifel Financial
9
Stifel Financial
Missouri
$6.09M 119,010 -4,645 -4%
AFG
10
Argent Financial Group
Louisiana
$6.02M 117,573 +117,573 New
TWM
11
TCFG Wealth Management
California
$5.91M 115,482 +115,482 New
CFA
12
Camarda Financial Advisors
Florida
$5.47M 106,839 -3,332 -3%
Citadel Advisors
13
Citadel Advisors
Florida
$4.56M 89,103 +56,856 +176%
MWA
14
Midland Wealth Advisors
Illinois
$4.1M 80,103 +7,280 +10%
LPL Financial
15
LPL Financial
California
$4M 78,203 +8,965 +13%
MBTD
16
Mechanics Bank - Trust Department
California
$3.08M 60,150 +3,050 +5%
SMA
17
Sage Mountain Advisors
Georgia
$3.02M 58,946 -10,793 -15%
FTUS
18
Flow Traders U.S.
New York
$2.97M 58,077 +53,676 +1,220%
BEI
19
Benjamin Edwards Inc
Missouri
$2.82M 55,207 +53,393 +2,943%
TFA
20
Transamerica Financial Advisors
Florida
$2.8M 54,702 +200 +0.4%
LAM
21
Lewis Asset Management
California
$2.28M 44,551 +465 +1%
PWS
22
Precision Wealth Strategies
Missouri
$2.11M 41,245 -3,266 -7%
CGA
23
Crescent Grove Advisors
Illinois
$2.07M 40,304 +16,647 +70%
ICM
24
Islay Capital Management
Texas
$2.07M 40,413 +7,702 +24%
Jane Street
25
Jane Street
New York
$1.87M 36,466 +29,863 +452%