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Angel Oak UltraShort Income ETF

80 hedge funds and large institutions have $981M invested in Angel Oak UltraShort Income ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $805M → $981M (+$177M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more funds holding

Funds holding: 6780 (+13)

0.51% less ownership

Funds ownership: 88.29%87.77% (-0.51%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
18
Increased
36
Reduced
19
Closed
4
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
$501M +$41.9M +818,375 +9%
GI
2
Gradient Investments
Minnesota
$72M +$72.1M +1,407,020 New
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$57.8M +$2.72M +53,130 +5%
UBS Group
4
UBS Group
Switzerland
$36.8M +$12.1M +235,886 +49%
RPSA
5
Richard P. Slaughter Associates
Texas
$33.2M -$2.36M -46,044 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$25.5M +$24.7M +481,354 +2,936%
Wells Fargo
7
Wells Fargo
California
$16.6M +$5.55M +108,440 +50%
CGA
8
Crescent Grove Advisors
Illinois
$16M -$2.86M -55,741 -15%
Citadel Advisors
9
Citadel Advisors
Florida
$15.4M +$14.3M +278,338 +1,274%
IA
10
IFC Advisors
California
$14.3M +$6.8M +132,801 +91%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$12.9M +$1.31M +25,579 +11%
CCB
12
Country Club Bank
Missouri
$11.8M +$3M +58,561 +34%
GWM
13
Greenwich Wealth Management
Connecticut
$11.2M +$3.61M +70,440 +47%
HT
14
Heritage Trust
Oklahoma
$11.1M +$2.87M +56,085 +35%
Stifel Financial
15
Stifel Financial
Missouri
$9.84M +$1.68M +32,856 +21%
MWA
16
Midland Wealth Advisors
Illinois
$9.67M +$1.73M +33,859 +22%
KPWS
17
Kestra Private Wealth Services
Texas
$8.69M +$9.94K +194 +0.1%
SGCA
18
Steel Grove Capital Advisors
Tennessee
$8.27M
IFG
19
Independent Financial Group
California
$7.71M +$977K +19,070 +14%
AWM
20
Able Wealth Management
New Jersey
$7.44M +$5.31M +103,619 +248%
ICM
21
Islay Capital Management
Texas
$7.38M +$3.4M +66,382 +85%
BC
22
Bulwark Capital
Florida
$5.69M +$1.46M +28,433 +34%
SMA
23
Sage Mountain Advisors
Georgia
$5.58M +$2.5M +48,748 +81%
TWM
24
TCFG Wealth Management
California
$5.51M +$107K +2,081 +2%
PWS
25
Precision Wealth Strategies
Missouri
$5.26M +$2.01M +39,330 +62%

UYLD Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Angel Oak UltraShort Income ETF (UYLD) for Q3 2025, worth a combined $981M — up 22% from $805M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UYLD positions and 4 closed out — a net gain of 14 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $72.1M. The largest seller was Requisite Capital Management, cutting an estimated $18M.

  • 80 institutional investors held Angel Oak UltraShort Income ETF (UYLD) as of Q3 2025, up from 67 in Q2 2025.
  • Funds reported $981M of Angel Oak UltraShort Income ETF stock for Q3 2025, up 22% quarter-over-quarter.
  • 18 funds opened new Angel Oak UltraShort Income ETF positions in Q3 2025 and 4 closed out, a net change of +14 holders.
  • The largest Angel Oak UltraShort Income ETF buyer in Q3 2025 was Gradient Investments, an estimated $72.1M added.
  • The largest Angel Oak UltraShort Income ETF seller in Q3 2025 was Requisite Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q3 2025.