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Angel Oak UltraShort Income ETF
UYLD

Overview Fund Activity

64 hedge funds and large institutions have $797M invested in Angel Oak UltraShort Income ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
0.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
32
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$45M
2
SGCA
Steel Grove Capital Advisors
Tennessee
+$5.13M
3
GWM
Greenwich Wealth Management
Connecticut
+$4.8M
4
RCM
Requisite Capital Management
Texas
+$3.99M
5
Jane Street
Jane Street
New York
+$3.29M

Top Sellers

1
CGA
Crescent Grove Advisors
Illinois
-$4.53M
2
UBS Group
UBS Group
Switzerland
-$2.67M
3
CFA
Camarda Financial Advisors
Florida
-$1.32M
4
MML Investors Services
MML Investors Services
Massachusetts
-$993K
5
TWM
TCFG Wealth Management
California
-$562K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$458M +$45M +881,145 +11%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55M -$489K -9,576 -0.9%
RPSA
3
Richard P. Slaughter Associates
Texas
$35.5M +$80.2K +1,570 +0.2%
UBS Group
4
UBS Group
Switzerland
$24.7M -$2.67M -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 +$1.56M +30,632 +16%
Wells Fargo
9
Wells Fargo
California
$11M +$2.29M +44,853 +26%
CCB
10
Country Club Bank
Missouri
$8.78M +$818K +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 +$988K +19,337 +14%
Stifel Financial
14
Stifel Financial
Missouri
$8.15M +$366K +7,176 +5%
MWA
15
Midland Wealth Advisors
Illinois
$7.93M +$758K +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%
VT
18
Vise Technologies
New York
$5.74M +$5.74M +112,322 New
TWM
19
TCFG Wealth Management
California
$5.4M -$562K -11,001 -9%
PCM
20
Parsons Capital Management
Rhode Island
$4.8M +$1.38M +27,090 +40%
LPL Financial
21
LPL Financial
California
$4.59M +$487K +9,544 +12%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.5M +$324K +6,349 +8%
BC
23
Bulwark Capital
Florida
$4.23M +$4.23M +82,834 New
ICM
24
Islay Capital Management
Texas
$3.98M +$753K +14,752 +23%
Jane Street
25
Jane Street
New York
$3.29M +$3.29M +64,385 New
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