Angel Oak Income ETFCARY
CARY
0
Funds holding %
of 7,390 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
213% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 8
16% more funds holding
Funds holding: 43 [Q3] → 50 (+7) [Q4]
10% more capital invested
Capital invested by funds: $270M [Q3] → $298M (+$27.9M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]
7.22% less ownership
Funds ownership: 91.81% [Q3] → 84.58% (-7.22%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for CARY.
Financial journalist opinion
Neutral
Seeking Alpha
2 weeks ago
CARY: High Yield And Quite Low Risk, But CLO ETFs Look Better
The Angel Oak Income ETF is an actively managed high-yield fund, primarily investing in mortgage-backed securities, collateralized obligations, and asset-backed securities. CARY has a low-risk profile for a high-yield fund, based on credit risk and historical volatility. CARY outperforms the total US bond market and a high-yield bond benchmark in risk-adjusted performance but lags three CLO ETFs.
Positive
Seeking Alpha
2 months ago
Top Dividend ETFs For 2025
On Seeking Alpha, I focus on dividend ETFs targeted towards income investors and retirees. Of these, six currently stand out for their comparatively high yields, strong overall risk-return profile. ETFs vary in risk, from similar to cash, to leveraged high-yield bonds and loans.
Positive
Seeking Alpha
4 months ago
The Largest Bond ETFs Are Good, But These ETFs Are Better
The largest bond ETFs are almost exclusively index funds focusing on the broader bond market, or on specific bond sub-asset classes. These ETFs are reasonable investments, but investors can do much better than reasonable. Lots of ETFs offer higher yields, returns, and risk-adjusted returns than these larger ETFs, with extra advantages to boot.
Positive
Seeking Alpha
4 months ago
3 Strong Income ETFs, Yields 6.2% - 8.3%
CARY, CLOZ, and CEFS are three of the strongest income ETFs in the market right now. CARY's diversified, high-quality portfolio is perfect for more risk-averse investors. It has a solid 6.2% yield, and outstanding risk-returns. CEFS is much more aggressive, offering a good 7.8% yield, and strong returns. It is riskier than most.
Neutral
Seeking Alpha
5 months ago
4 Simple, High-Quality Bond ETFs
CGMS, CARY, BINC, and JPIE are diversified, actively managed bond ETFs with above-average yields and returns and below-average risk and volatility. CGMS offers the highest returns and volatility, while CARY provides the best risk-adjusted returns, making it my top choice. BINC has balanced sector exposures with solid returns, and JPIE boasts the highest-quality portfolio but the lowest returns.
Positive
Seeking Alpha
5 months ago
CARY: Strong Investment-Grade Bond ETF, Above-Average 6.2% Yield, Outstanding Risk-Adjusted Returns
CARY holds a diversified portfolio of bonds, focusing on short-term investment-grade securities, mainly MBS. The fund's active management strategy, including overweighting MBS, has led to higher returns and outperformance compared to its benchmark and most bonds. CARY sports an above-average 6.2% yield, below-average risk and volatility, and has outperformed most peers since inception.
Positive
Seeking Alpha
7 months ago
CARY: MBS Fund From Angel Oak, 6.4% Yield
Angel Oak Income ETF offers investors exposure to mortgage-backed securities (MBS) with a focus on both agency and non-agency bonds. The fund benefits from a duration of 4.3 years, making it well-positioned to capitalize on declining interest rates. While CARY has delivered strong performance, investors should be aware of interest rate and liquidity risks.
Positive
Seeking Alpha
7 months ago
Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2H2024
Undervalued industries, regions, and equity market segments offer investors the potential for strong, market-beating returns. There are ETFs tracking most of these. An overview of the cheapest sectors, and ETFs tracking these, follows.
Positive
Seeking Alpha
9 months ago
CARY: Promising Performance Potential
Angel Oak Income ETF is an actively managed fund that focuses on credit risk in the fixed income markets. The CARY fund has a diversified portfolio with a mix of holdings and a relatively low duration, making it less volatile. CARY outperforms the Vanguard Total Bond Market Index Fund ETF and offers a promising income play with a 30-Day SEC Yield of 6.03%.
Positive
Seeking Alpha
11 months ago
3 Investment-Grade ETF Buys, With Yields Up To 8.0%
Investment-grade bonds offer investors strong yields with low credit risk. A couple of ETFs offer exposure to these securities with some added benefits, including potential tax advantages and above-average yields. JBBB, CARY, and BOXX look like particularly strong ETFs in this space. A quick overview of these follows.
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