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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

53 hedge funds and large institutions have $628M invested in Angel Oak UltraShort Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
25
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$373M
2
CGA
2
Crescent Grove Advisors
Illinois
$13.3M
3
HT
3
Heritage Trust
Oklahoma
$6.81M
4
Wells Fargo
4
Wells Fargo
California
$7.28M
5
CWM
5
Congress Wealth Management
Massachusetts
$18.8M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$779K
2
FTUS
2
Flow Traders U.S.
New York
$376K
3
CFA
3
Camarda Financial Advisors
Florida
$3.12M
4
Jane Street
4
Jane Street
New York
$0
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$373M 7,300,696 +852,178 +13%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$56M 1,096,533 +45,835 +4%
RPSA
3
Richard P. Slaughter Associates
Texas
$38.2M 748,475 +77,548 +12%
UBS Group
4
UBS Group
Switzerland
$20.4M 400,339 +9,185 +2%
CWM
5
Congress Wealth Management
Massachusetts
$18.8M 368,385 +111,095 +43%
CGA
6
Crescent Grove Advisors
Illinois
$13.3M 259,067 +218,763 +543%
RCM
7
Requisite Capital Management
Texas
$11.4M 221,693 +67,118 +43%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$8.84M 173,109 +23,857 +16%
KPWS
9
Kestra Private Wealth Services
Texas
$8.13M 159,261 +4,369 +3%
Wells Fargo
10
Wells Fargo
California
$7.28M 142,514 +127,339 +839%
HT
11
Heritage Trust
Oklahoma
$6.81M 133,444 +133,444 New
Stifel Financial
12
Stifel Financial
Missouri
$6.7M 131,151 +12,141 +10%
MWA
13
Midland Wealth Advisors
Illinois
$6.59M 128,977 +48,874 +61%
TWM
14
TCFG Wealth Management
California
$6.19M 121,284 +5,802 +5%
LPL Financial
15
LPL Financial
California
$3.53M 69,086 -9,117 -12%
SMA
16
Sage Mountain Advisors
Georgia
$3.45M 67,645 +8,699 +15%
CFA
17
Camarda Financial Advisors
Florida
$3.12M 61,123 -45,716 -43%
PWS
18
Precision Wealth Strategies
Missouri
$3.04M 59,465 +18,220 +44%
MBTD
19
Mechanics Bank - Trust Department
California
$3.03M 59,430 -720 -1%
IA
20
IFC Advisors
California
$2.89M 56,503 +56,503 New
BEI
21
Benjamin Edwards Inc
Missouri
$2.83M 55,490 +283 +0.5%
CCB
22
Country Club Bank
Missouri
$2.74M 53,344 +53,344 New
TFA
23
Transamerica Financial Advisors
Florida
$2.69M 52,689 -2,013 -4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.27M 44,504 +11,450 +35%
LAM
25
Lewis Asset Management
California
$2.23M 43,580 -971 -2%
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