Angel Oak Capital Advisors’ ETF Platform Reaches 3-Year Milestone, Growing AUM to $2.6B as Its Tailored Suite of Fixed Income Strategies Gain Momentum
The
“We are proud of the progress we’ve made in just three years and see a long runway for further growth,” said Sreeni Prabhu, Co-CEO and Group Chief Investment Officer of Angel Oak. “Investor demand has transformed what was once a niche market for actively managed fixed income ETFs, and we believe Angel Oak is uniquely positioned to lead in delivering differentiated income and total return solutions to institutions and advisors.”
A major driver of the platform’s success is the firm’s disciplined investment approach. Building on this, Angel Oak continues to broaden its offerings, most recently with the launch of the Angel Oak Total Return ETF. TRBF marks a key step in the platform’s expansion, giving investors the ability to utilize Angel Oak’s expertise in their core fixed income allocations.
As of Oct. 31, the Angel Oak UltraShort Income ETF surpassed
“As the marketplace for active fixed income ETFs expands, our focus is on aligning investors with the differentiated strategies they want,” said Ward Bortz, ETF Portfolio Manager and Head of
Angel Oak remains committed to expanding its ETF platform and expects today’s favorable macroeconomic backdrop will continue creating yield and total return opportunities in its core areas of expertise relative to traditional fixed income offerings.
For more information on Angel Oak’s ETF platform, performance and product details, visit www.angeloakcapital.com.
About Angel Oak Capital Advisors, LLC
Angel Oak is an investment management firm focused on providing compelling fixed-income investment solutions to its clients. Backed by a value-driven approach, Angel Oak seeks to deliver attractive, risk-adjusted returns through a combination of stable current income and price appreciation. Its experienced investment team seeks the best opportunities in fixed income, with a specialization in mortgage-backed securities and other areas of securitized credit. For more information, please visit www.angeloakcapital.com.
1As of 9/30/25.
Investors should carefully consider the investment objectives, risks, charges and expenses of the funds. This and other important information about the funds is contained in the Prospectus which can be obtained by calling Shareholder Services at 855-751-4324 or from www.angeloakcapital.com. The Prospectus should be read carefully before investing.
Investing involves risk; principal loss is possible. Investments in debt securities typically decrease when interest rates rise. This risk is usually greater for longer-term debt securities. Investments in lower-rated and nonrated securities present a greater risk of loss to principal and interest than higher-rated securities do. Investments in asset-backed and mortgage-backed securities include additional risks that investors should be aware of, including credit risk, prepayment risk, possible illiquidity, and default, as well as increased susceptibility to adverse economic developments. Derivatives involve risks different from—and in certain cases, greater than—the risks presented by more traditional investments. Derivatives may involve certain costs and risks such as illiquidity, interest rate, market, credit, management, and the risk that a position could not be closed when most advantageous. Investing in derivatives could lead to losses that are greater than the amount invested. The Fund may use leverage, which may exaggerate the effect of any increase or decrease in the value of securities in the Fund’s portfolio or higher and duplicative expenses when it invests in mutual funds, ETFs, and other investment companies. The Funds are a recently organized investment company with limited operating history. As a result, prospective investors have a limited track record or history on which to base their investment decisions. For more information on these risks and other risks of the Fund, please see the Prospectus.
ETFs may trade at a premium or discount to NAV. Shares of any ETF are bought and sold at market prices (not NAV) and are not individually redeemed from the Fund. Brokerage commissions will reduce returns. The Fund is an actively managed ETF, which is a fund that trades like other publicly traded securities. The Fund is not an index fund and does not seek to replicate the performance of a specified index.
The Angel Oak Funds are distributed by Quasar Distributors, LLC. The Morningstar RatingTM ("star rating") is calculated for funds with at least a three-year history. Exchange-traded and open-end mutual funds are combined into a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top
In the Ultrashort Bond category, the Angel Oak UltraShort Income ETF was rated 5 stars among 209 funds for the 3-year period ending 10/31/2025.
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Media:
Trevor Davis, Gregory for Angel Oak Capital Advisors
443-248-0359
tdavis@gregoryagency.com
Company:
Randy Chrisman, Chief Marketing & Corporate IR Officer, Angel Oak Capital Advisors
404-953-4969
randy.chrisman@angeloakcapital.com
Source: Angel Oak Capital Advisors LLC
