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Angel Oak Income ETF
CARY

Overview Fund Activity

67 hedge funds and large institutions have $434M invested in Angel Oak Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
32
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$45.5M
2
Wells Fargo
2
Wells Fargo
California
$58.5M
3
AIM
3
Astor Investment Management
Illinois
$7.98M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.45M
5
UBS Group
5
UBS Group
Switzerland
$19.6M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$0
2
CW
2
Channel Wealth
California
$21.9M
3
FT
3
Fiduciary Trust
Massachusetts
$0
4
OFS
4
OneAscent Financial Services
Alabama
$0
5
CGA
5
Crescent Grove Advisors
Illinois
$10.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.99M 143,860 +11,812 +9%
BAM
27
Belpointe Asset Management
Nevada
$2.74M 131,790 +15,166 +13%
MMM
28
Mendel Money Management
Illinois
$2.59M 124,342 +9,630 +8%
Jane Street
29
Jane Street
New York
$2.3M 110,380 +110,380 New
CFA
30
Camarda Financial Advisors
Florida
$2.13M 102,541 +7,140 +7%
RA
31
RFG Advisory
Alabama
$2.01M 96,567 +30,893 +47%
Goldman Sachs
32
Goldman Sachs
New York
$1.97M 94,504 +94,504 New
LCGC
33
Legacy Capital Group California
California
$1.78M 85,472 +85,472 New
TFA
34
Transamerica Financial Advisors
Florida
$1.57M 75,516 -1,971 -3%
RC
35
Rareview Capital
Nevada
$1.43M 68,709 +908 +1%
AWM
36
Able Wealth Management
New Jersey
$1.28M 61,455 +22,221 +57%
IC
37
IEQ Capital
California
$1.23M 59,347 +59,347 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.13M 54,415 +21,389 +65%
NA
39
NewEdge Advisors
Louisiana
$1.09M 52,472 +12,580 +32%
SMA
40
Sage Mountain Advisors
Georgia
$987K 47,467 +6 +0%
AWM
41
AE Wealth Management
Kansas
$726K 34,906 +34,906 New
GM
42
GeoWealth Management
Illinois
$584K 28,058 +28,058 New
FTUS
43
Flow Traders U.S.
New York
$579K 27,856 +27,856 New
CPRC
44
Consolidated Portfolio Review Corp
New York
$507K 24,359 +7,820 +47%
LAM
45
Lewis Asset Management
California
$481K 23,118 +6,151 +36%
BCA
46
Bay Colony Advisors
Massachusetts
$467K 22,437 +9,518 +74%
IWM
47
IHT Wealth Management
Illinois
$440K 21,155 +21,155 New
OPWM
48
Oregon Pacific Wealth Management
Oregon
$438K 21,054 +63 +0.3%
CW
49
CreativeOne Wealth
Kansas
$416K 20,001 +20,001 New
Citadel Advisors
50
Citadel Advisors
Florida
$384K 18,453 -22,334 -55%
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