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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
Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
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
GI
2
Gradient Investments
Minnesota
$70.5M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$57.6M
Osaic Holdings
4
Osaic Holdings
Arizona
$41.1M
UBS Group
5
UBS Group
Switzerland
$41.1M
RPSA
6
Richard P. Slaughter Associates
Texas
$34.2M
Wells Fargo
7
Wells Fargo
California
$22.4M
GWM
8
Greenwich Wealth Management
Connecticut
$18.6M
CGA
9
Crescent Grove Advisors
Illinois
$17.9M
HT
10
Heritage Trust
Oklahoma
$14.5M
SGCA
11
Steel Grove Capital Advisors
Tennessee
$14M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$13.8M
FNBOO
13
First National Bank of Omaha
Nebraska
$13.2M
IA
14
IFC Advisors
California
$11.5M
Stifel Financial
15
Stifel Financial
Missouri
$10.5M
MWA
16
Midland Wealth Advisors
Illinois
$10.4M
IFG
17
Independent Financial Group
California
$9.08M
KPWS
18
Kestra Private Wealth Services
Texas
$8.93M
ICM
19
Islay Capital Management
Texas
$7.78M
BC
20
Bulwark Capital
Florida
$7.31M
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.86M
SMA
22
Sage Mountain Advisors
Georgia
$6.46M
PWS
23
Precision Wealth Strategies
Missouri
$6.26M
WCG
24
Weaver Consulting Group
California
$5.73M
LPL Financial
25
LPL Financial
California
$5.43M