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Angel Oak UltraShort Income ETF

54 hedge funds and large institutions have $633M invested in Angel Oak UltraShort Income ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

26% more funds holding

Funds holding: 4354 (+11)

16% more capital invested

Capital invested by funds: $547M → $633M (+$85.9M)

2.41% more ownership

Funds ownership: 87.83%90.24% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
54
Holders Change
+11
Holders Change %
+25.58%
% 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
26
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$373M +$43.6M +852,178 +13%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$56M +$2.35M +45,835 +4%
RPSA
3
Richard P. Slaughter Associates
Texas
$38.2M +$3.97M +77,548 +12%
UBS Group
4
UBS Group
Switzerland
$20.4M +$470K +9,185 +2%
CWM
5
Congress Wealth Management
Massachusetts
$18.8M +$5.69M +111,095 +43%
CGA
6
Crescent Grove Advisors
Illinois
$13.3M +$11.2M +218,763 +543%
RCM
7
Requisite Capital Management
Texas
$11.4M +$3.44M +67,118 +43%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$8.84M +$1.22M +23,857 +16%
KPWS
9
Kestra Private Wealth Services
Texas
$8.13M +$224K +4,369 +3%
Wells Fargo
10
Wells Fargo
California
$7.28M +$6.52M +127,339 +839%
HT
11
Heritage Trust
Oklahoma
$6.81M +$6.83M +133,444 New
Stifel Financial
12
Stifel Financial
Missouri
$6.7M +$621K +12,141 +10%
MWA
13
Midland Wealth Advisors
Illinois
$6.59M +$2.5M +48,874 +61%
TWM
14
TCFG Wealth Management
California
$6.19M +$297K +5,802 +5%
IFG
15
Independent Financial Group
California
$4.55M +$1.25M +24,344 +38%
LPL Financial
16
LPL Financial
California
$3.53M -$467K -9,117 -12%
SMA
17
Sage Mountain Advisors
Georgia
$3.45M +$445K +8,699 +15%
CFA
18
Camarda Financial Advisors
Florida
$3.12M -$2.34M -45,716 -43%
PWS
19
Precision Wealth Strategies
Missouri
$3.04M +$933K +18,220 +44%
MBTD
20
Mechanics Bank - Trust Department
California
$3.03M -$36.9K -720 -1%
IA
21
IFC Advisors
California
$2.89M +$2.89M +56,503 New
BEI
22
Benjamin Edwards Inc
Missouri
$2.83M +$14.5K +283 +0.5%
CCB
23
Country Club Bank
Missouri
$2.74M +$2.73M +53,344 New
TFA
24
Transamerica Financial Advisors
Florida
$2.69M -$103K -2,013 -4%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.27M +$586K +11,450 +35%

UYLD Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q4 2024, worth a combined $633M — up 16% from $547M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UYLD positions and 5 closed out — a net gain of 12 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $43.6M. The largest seller was Citadel Advisors, cutting an estimated $3.78M.

  • 54 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q4 2024, up from 43 in Q3 2024.
  • Funds reported $633M of Angel Oak UltraShort Income ETF stock for Q4 2024, up 16% quarter-over-quarter.
  • 17 funds opened new Angel Oak UltraShort Income ETF positions in Q4 2024 and 5 closed out, a net change of +12 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $43.6M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q4 2024 was Citadel Advisors, an estimated $3.78M sold.

Based on aggregated 13F filings for Q4 2024.