The $25B1 investment manager continues to see its ETF offerings surge in popularity
ATLANTA — (November 19, 2025) — Angel Oak Capital Advisors LLC, a leading investment manager specializing in active fixed income, today announced the three-year anniversary of its ETF platform. Since launching its first ETF in 2022, the firm has grown ETF assets under management to approximately $2.6 billion1 across five actively managed fixed income ETF strategies and subadvisor services.
“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 utilized Angel Oak’s expertise in their core fixed income allocations.
As of Oct. 31, the Angel Oak UltraShort Income ETF surpassed $1.2 billion in AUM and received an overall 5-Star Morningstar rating in the Ultrashort Bond category among 209 funds, based on risk-adjusted returns, reflecting the success of its capital-preservation and income strategy. Angel Oak continues to extend its offerings across the duration spectrum as it builds a one-stop shop for differentiated fixed income ETF solutions.
“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 U.S. Wealth Distribution at Angel Oak. “Clients are looking for diversified income-generating opportunities historically available only to institutional managers, delivered in the familiar, tax-efficient ETF wrapper. We plan to continue leveraging our specialized expertise to meet that demand.”
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.
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 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 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar RatingTM is a weighted average of the performance figures associated with a fund’s 3-, 5-, and 10-year (if applicable) Morningstar RatingTM metrics.
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.
The Angel Oak Funds are distributed by Quasar Distributors, LLC.
1As of 9/30/25.