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Angel Oak UltraShort Income ETF

59 hedge funds and large institutions have $722M invested in Angel Oak UltraShort Income ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

75% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

14% more capital invested

Capital invested by funds: $633M → $722M (+$88.8M)

9% more funds holding

Funds holding: 5459 (+5)

1.21% less ownership

Funds ownership: 90.24%89.03% (-1.2%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% 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
28
Reduced
16
Closed
6
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 +$39.9M +779,284 +11%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55.5M -$473K -9,248 -0.8%
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M -$2.77M -54,044 -7%
UBS Group
4
UBS Group
Switzerland
$27.4M +$6.97M +136,143 +34%
CGA
5
Crescent Grove Advisors
Illinois
$23.4M +$10M +196,224 +76%
CWM
6
Congress Wealth Management
Massachusetts
$20.3M +$1.53M +29,909 +8%
RCM
7
Requisite Capital Management
Texas
$15M +$3.62M +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 +$5.21M +101,845 +191%
Stifel Financial
12
Stifel Financial
Missouri
$7.79M +$1.09M +21,294 +16%
IA
13
IFC Advisors
California
$7.61M +$4.73M +92,463 +164%
HT
14
Heritage Trust
Oklahoma
$7.25M +$437K +8,533 +6%
MWA
15
Midland Wealth Advisors
Illinois
$7.17M +$585K +11,429 +9%
IFG
16
Independent Financial Group
California
$6.3M +$1.75M +34,219 +38%
TWM
17
TCFG Wealth Management
California
$5.96M -$236K -4,608 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.18M +$1.91M +37,344 +84%
LPL Financial
19
LPL Financial
California
$4.11M +$580K +11,329 +16%
PCM
20
Parsons Capital Management
Rhode Island
$3.42M +$3.43M +66,937 New
SMA
21
Sage Mountain Advisors
Georgia
$3.41M -$46.5K -909 -1%
ICM
22
Islay Capital Management
Texas
$3.23M +$1.26M +24,650 +64%
SGCA
23
Steel Grove Capital Advisors
Tennessee
$3.15M +$3.15M +61,580 New
MBTD
24
Mechanics Bank - Trust Department
California
$3.07M +$33.2K +648 +1%
CFA
25
Camarda Financial Advisors
Florida
$2.94M -$188K -3,672 -6%

UYLD Hedge Fund Activity: Q1 2025 in Review

59 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q1 2025, worth a combined $722M — up 14% from $633M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UYLD positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 16 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $39.9M. The largest seller was Richard P. Slaughter Associates, cutting an estimated $2.77M.

  • 59 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q1 2025, up from 54 in Q4 2024.
  • Funds reported $722M of Angel Oak UltraShort Income ETF stock for Q1 2025, up 14% quarter-over-quarter.
  • 12 funds opened new Angel Oak UltraShort Income ETF positions in Q1 2025 and 6 closed out, a net change of +6 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q1 2025 was Wealth Enhancement Advisory Services, an estimated $39.9M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q1 2025 was Richard P. Slaughter Associates, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2025.