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Angel Oak UltraShort Income ETF

67 hedge funds and large institutions have $805M invested in Angel Oak UltraShort Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

14% more funds holding

Funds holding: 5967 (+8)

12% more capital invested

Capital invested by funds: $722M → $805M (+$83.1M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.74% less ownership

Funds ownership: 89.03%88.29% (-0.74%)

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.88%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
35
Reduced
18
Closed
2
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
$458M +$45M +881,145 +11%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55M -$490K -9,576 -0.9%
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M +$80.3K +1,570 +0.2%
UBS Group
4
UBS Group
Switzerland
$24.7M -$2.68M -52,362 -10%
CWM
5
Congress Wealth Management
Massachusetts
$22.5M +$2.11M +41,358 +10%
RCM
6
Requisite Capital Management
Texas
$18.9M +$3.99M +78,045 +27%
CGA
7
Crescent Grove Advisors
Illinois
$18.7M -$4.53M -88,627 -19%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$11.6M +$1.57M +30,632 +16%
Wells Fargo
9
Wells Fargo
California
$11M +$2.29M +44,853 +26%
CCB
10
Country Club Bank
Missouri
$8.78M +$816K +15,953 +10%
KPWS
11
Kestra Private Wealth Services
Texas
$8.67M +$178K +3,488 +2%
SGCA
12
Steel Grove Capital Advisors
Tennessee
$8.27M +$5.13M +100,390 +163%
HT
13
Heritage Trust
Oklahoma
$8.24M +$989K +19,337 +14%
Stifel Financial
14
Stifel Financial
Missouri
$8.15M +$367K +7,176 +5%
MWA
15
Midland Wealth Advisors
Illinois
$7.93M +$759K +14,838 +11%
GWM
16
Greenwich Wealth Management
Connecticut
$7.58M +$4.8M +93,992 +172%
IA
17
IFC Advisors
California
$7.47M -$142K -2,787 -2%
IFG
18
Independent Financial Group
California
$6.72M +$431K +8,424 +7%
VT
19
Vise Technologies
New York
$5.74M +$5.74M +112,322 New
TWM
20
TCFG Wealth Management
California
$5.4M -$562K -11,001 -9%
PCM
21
Parsons Capital Management
Rhode Island
$4.8M +$1.38M +27,090 +40%
LPL Financial
22
LPL Financial
California
$4.59M +$488K +9,544 +12%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$4.5M +$325K +6,349 +8%
BC
24
Bulwark Capital
Florida
$4.23M +$4.23M +82,834 New
ICM
25
Islay Capital Management
Texas
$3.98M +$754K +14,752 +23%

UYLD Hedge Fund Activity: Q2 2025 in Review

67 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q2 2025, worth a combined $805M — up 12% from $722M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new UYLD positions and 2 closed out — a net gain of 8 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $45M. The largest seller was Crescent Grove Advisors, cutting an estimated $4.53M.

  • 67 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q2 2025, up from 59 in Q1 2025.
  • Funds reported $805M of Angel Oak UltraShort Income ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 10 funds opened new Angel Oak UltraShort Income ETF positions in Q2 2025 and 2 closed out, a net change of +8 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q2 2025 was Wealth Enhancement Advisory Services, an estimated $45M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q2 2025 was Crescent Grove Advisors, an estimated $4.53M sold.

Based on aggregated 13F filings for Q2 2025.