Angel Oak UltraShort Income ETF
UYLD
43 hedge funds and large institutions have $547M invested in Angel Oak UltraShort Income ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
243% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 7
35% more capital invested
Capital invested by funds: $406M → $547M (+$141M)
16% more funds holding
Funds holding: 37 → 43 (+6)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.28% less ownership
Funds ownership: 91.1% → 87.83% (-3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$64M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$53.8M |
| 3 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$34.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$13.2M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$7.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
-$1.25M |
| 2 |
SPA
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
-$834K |
| 3 |
SMA
Sage Mountain Advisors
Atlanta,
Georgia
|
-$552K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$238K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$171K |
UYLD Hedge Fund Activity: Q3 2024 in Review
43 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q3 2024, worth a combined $547M — up 35% from $406M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UYLD positions and 2 closed out — a net gain of 10 holders — while 24 added to existing stakes and 7 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $64M. The largest seller was Secure Asset Management, cutting an estimated $1.25M.
- 43 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q3 2024, up from 37 in Q2 2024.
- Funds reported $547M of Angel Oak UltraShort Income ETF stock for Q3 2024, up 35% quarter-over-quarter.
- 12 funds opened new Angel Oak UltraShort Income ETF positions in Q3 2024 and 2 closed out, a net change of +10 holders.
- The largest Angel Oak UltraShort Income ETF buyer in Q3 2024 was Wealth Enhancement Advisory Services, an estimated $64M added.
- The largest Angel Oak UltraShort Income ETF seller in Q3 2024 was Secure Asset Management, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2024.