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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

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
+5
Holders Change %
+9.43%
% of All Funds
0.79%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
12
Increased
27
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$39.8M
2
CGA
Crescent Grove Advisors
Illinois
+$10.1M
3
UBS Group
UBS Group
Switzerland
+$6.96M
4
CCB
Country Club Bank
Missouri
+$5.23M
5
IA
IFC Advisors
California
+$4.72M

Top Sellers

1
RPSA
Richard P. Slaughter Associates
Texas
-$2.76M
2
OMC
Old Mission Capital
Illinois
-$1.32M
3
US Bancorp
US Bancorp
Minnesota
-$996K
4
SAM
Secure Asset Management
Michigan
-$972K
5
BEI
Benjamin Edwards Inc
Missouri
-$797K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$413M +$39.8M +779,284 +11%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55.5M -$472K -9,248 -0.8%
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M -$2.76M -54,044 -7%
UBS Group
4
UBS Group
Switzerland
$27.4M +$6.96M +136,143 +34%
CGA
5
Crescent Grove Advisors
Illinois
$23.4M +$10.1M +196,224 +76%
CWM
6
Congress Wealth Management
Massachusetts
$20.3M +$1.53M +29,909 +8%
RCM
7
Requisite Capital Management
Texas
$15M +$3.63M +70,798 +32%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$9.99M +$1.15M +22,495 +13%
Wells Fargo
9
Wells Fargo
California
$8.72M +$1.44M +28,153 +20%
KPWS
10
Kestra Private Wealth Services
Texas
$8.49M +$358K +6,998 +4%
CCB
11
Country Club Bank
Missouri
$7.97M +$5.23M +101,845 +191%
Stifel Financial
12
Stifel Financial
Missouri
$7.79M +$1.09M +21,294 +16%
IA
13
IFC Advisors
California
$7.61M +$4.72M +92,463 +164%
HT
14
Heritage Trust
Oklahoma
$7.25M +$436K +8,533 +6%
MWA
15
Midland Wealth Advisors
Illinois
$7.17M +$584K +11,429 +9%
TWM
16
TCFG Wealth Management
California
$5.96M -$235K -4,608 -4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.18M +$1.91M +37,344 +84%
LPL Financial
18
LPL Financial
California
$4.11M +$579K +11,329 +16%
PCM
19
Parsons Capital Management
Rhode Island
$3.42M +$3.42M +66,937 New
SMA
20
Sage Mountain Advisors
Georgia
$3.41M -$46.4K -909 -1%
ICM
21
Islay Capital Management
Texas
$3.23M +$1.26M +24,650 +64%
SGCA
22
Steel Grove Capital Advisors
Tennessee
$3.15M +$3.15M +61,580 New
MBTD
23
Mechanics Bank - Trust Department
California
$3.07M +$33.1K +648 +1%
CFA
24
Camarda Financial Advisors
Florida
$2.94M -$188K -3,672 -6%
PWS
25
Precision Wealth Strategies
Missouri
$2.93M -$107K -2,104 -4%
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