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Angel Oak UltraShort Income ETF

58 hedge funds and large institutions have $715M invested in Angel Oak UltraShort Income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
$413M
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55.5M
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M
UBS Group
4
UBS Group
Switzerland
$27.4M
CGA
5
Crescent Grove Advisors
Illinois
$23.4M
CWM
6
Congress Wealth Management
Massachusetts
$20.3M
RCM
7
Requisite Capital Management
Texas
$15M
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$9.99M
Wells Fargo
9
Wells Fargo
California
$8.72M
KPWS
10
Kestra Private Wealth Services
Texas
$8.49M
CCB
11
Country Club Bank
Missouri
$7.97M
Stifel Financial
12
Stifel Financial
Missouri
$7.79M
IA
13
IFC Advisors
California
$7.61M
HT
14
Heritage Trust
Oklahoma
$7.25M
MWA
15
Midland Wealth Advisors
Illinois
$7.17M
TWM
16
TCFG Wealth Management
California
$5.96M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.18M
LPL Financial
18
LPL Financial
California
$4.11M
PCM
19
Parsons Capital Management
Rhode Island
$3.42M
SMA
20
Sage Mountain Advisors
Georgia
$3.41M
ICM
21
Islay Capital Management
Texas
$3.23M
SGCA
22
Steel Grove Capital Advisors
Tennessee
$3.15M
MBTD
23
Mechanics Bank - Trust Department
California
$3.07M
CFA
24
Camarda Financial Advisors
Florida
$2.94M
PWS
25
Precision Wealth Strategies
Missouri
$2.93M