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Angel Oak UltraShort Income ETF

98 hedge funds and large institutions have $992M invested in Angel Oak UltraShort Income ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

65% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 26

15% more funds holding

Funds holding: 8598 (+13)

9% less capital invested

Capital invested by funds: $1.09B → $992M (-$95.7M)

16.73% less ownership

Funds ownership: 88.55%71.83% (-17%)

Holders
98
Holders Change
+13
Holders Change %
+15.29%
% of All Funds
1.21%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.12%
New
19
Increased
43
Reduced
26
Closed
5
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
$422M -$130M -2,547,445 -23%
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$55.2M -$2.33M -45,518 -4%
GI
3
Gradient Investments
Minnesota
$55M -$15.4M -301,283 -22%
UBS Group
4
UBS Group
Switzerland
$50M +$8.98M +175,230 +22%
Osaic Holdings
5
Osaic Holdings
Arizona
$42.4M +$1.37M +26,721 +3%
RPSA
6
Richard P. Slaughter Associates
Texas
$34.3M +$263K +5,127 +0.8%
Wells Fargo
7
Wells Fargo
California
$20.3M -$2.07M -40,350 -9%
GWM
8
Greenwich Wealth Management
Connecticut
$16.2M -$2.4M -46,800 -13%
IA
9
IFC Advisors
California
$16M +$4.55M +88,758 +39%
HT
10
Heritage Trust
Oklahoma
$15.1M +$633K +12,357 +4%
FNBOO
11
First National Bank of Omaha
Nebraska
$14.7M +$1.51M +29,576 +11%
Raymond James Financial
12
Raymond James Financial
Florida
$14.2M +$10.5M +205,689 +287%
SGCA
13
Steel Grove Capital Advisors
Tennessee
$13.9M -$4.56K -89 -0%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$13.9M +$181K +3,539 +1%
MWA
15
Midland Wealth Advisors
Illinois
$12.8M +$2.44M +47,557 +23%
CGA
16
Crescent Grove Advisors
Illinois
$12.5M -$5.37M -104,808 -30%
Stifel Financial
17
Stifel Financial
Missouri
$11.5M +$1.03M +20,070 +10%
KPWS
18
Kestra Private Wealth Services
Texas
$9.41M +$504K +9,834 +6%
IFG
19
Independent Financial Group
California
$9.02M -$39.2K -765 -0.4%
ICM
20
Islay Capital Management
Texas
$8.95M +$1.2M +23,380 +15%
KAS
21
Kestra Advisory Services
Texas
$8.67M +$7.77M +151,708 +834%
PWS
22
Precision Wealth Strategies
Missouri
$8.43M +$2.19M +42,784 +35%
BC
23
Bulwark Capital
Florida
$8.23M +$936K +18,274 +13%
AWM
24
Able Wealth Management
New Jersey
$8.12M +$3.12M +60,963 +62%
WCG
25
Weaver Consulting Group
California
$7.98M +$2.27M +44,279 +40%