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Angel Oak UltraShort Income ETF

85 hedge funds and large institutions have $1.09B invested in Angel Oak UltraShort Income ETF in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 21

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $981M → $1.09B (+$106M)

6% more funds holding

Funds holding: 8085 (+5)

0.78% more ownership

Funds ownership: 87.77%88.55% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
85
Holders Change
+5
Holders Change %
+6.25%
% of All Funds
1.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
47
Reduced
21
Closed
7
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
$558M +$58M +1,133,106 +12%
GI
2
Gradient Investments
Minnesota
$70.5M -$1.44M -28,065 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$57.6M -$223K -4,352 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$41.1M +$15.7M +306,470 +62%
UBS Group
5
UBS Group
Switzerland
$41.1M +$4.29M +83,669 +12%
RPSA
6
Richard P. Slaughter Associates
Texas
$34.2M +$916K +17,887 +3%
Wells Fargo
7
Wells Fargo
California
$22.4M +$5.83M +113,866 +35%
GWM
8
Greenwich Wealth Management
Connecticut
$18.6M +$7.43M +145,086 +66%
CGA
9
Crescent Grove Advisors
Illinois
$17.9M +$1.93M +37,755 +12%
HT
10
Heritage Trust
Oklahoma
$14.5M +$3.43M +67,034 +31%
SGCA
11
Steel Grove Capital Advisors
Tennessee
$14M +$5.7M +111,348 +69%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13.8M +$912K +17,810 +7%
FNBOO
13
First National Bank of Omaha
Nebraska
$13.2M +$13.2M +258,000 New
IA
14
IFC Advisors
California
$11.5M -$2.76M -53,825 -19%
Stifel Financial
15
Stifel Financial
Missouri
$10.5M +$686K +13,390 +7%
MWA
16
Midland Wealth Advisors
Illinois
$10.4M +$705K +13,767 +7%
IFG
17
Independent Financial Group
California
$9.08M +$1.37M +26,799 +18%
KPWS
18
Kestra Private Wealth Services
Texas
$8.93M +$237K +4,631 +3%
ICM
19
Islay Capital Management
Texas
$7.78M +$400K +7,806 +5%
BC
20
Bulwark Capital
Florida
$7.31M +$1.62M +31,684 +28%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.86M +$2.03M +39,679 +42%
SMA
22
Sage Mountain Advisors
Georgia
$6.46M +$881K +17,193 +16%
PWS
23
Precision Wealth Strategies
Missouri
$6.26M +$995K +19,427 +19%
WCG
24
Weaver Consulting Group
California
$5.73M +$5.74M +111,994 New
LPL Financial
25
LPL Financial
California
$5.43M +$321K +6,270 +6%