Angel Oak Income ETF
CARY
27 hedge funds and large institutions have $155M invested in Angel Oak Income ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
80% more capital invested
Capital invested by funds: $85.9M → $155M (+$68.8M)
42% more funds holding
Funds holding: 19 → 27 (+8)
8.67% more ownership
Funds ownership: 83.57% → 92.24% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$38.3M |
| 2 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$8.35M |
| 3 |
CW
Channel Wealth
Santa Barbara,
California
|
+$5.17M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.71M |
| 5 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$3.71M |
| 2 |
Jane Street
New York
|
-$806K |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$793K |
| 4 |
Rockefeller Capital Management
New York
|
-$322K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$103K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $31K | +$30.9K | +1,510 | New |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $29.8K | +$29.8K | +1,453 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$614 | +30 | New |
|
|
29
Jane Street
New York
| – | -$806K | -39,378 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$94.2K | -4,606 | Closed |
|
CARY Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q1 2024, worth a combined $155M — up 80% from $85.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CARY positions and 2 closed out — a net gain of 8 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $38.3M. The largest seller was Stifel Financial, cutting an estimated $3.71M.
- 27 institutional investors held Angel Oak Income ETF (CARY) as of Q1 2024, up from 19 in Q4 2023.
- Funds reported $155M of Angel Oak Income ETF stock for Q1 2024, up 80% quarter-over-quarter.
- 10 funds opened new Angel Oak Income ETF positions in Q1 2024 and 2 closed out, a net change of +8 holders.
- The largest Angel Oak Income ETF buyer in Q1 2024 was Advocacy Wealth Management Services, an estimated $38.3M added.
- The largest Angel Oak Income ETF seller in Q1 2024 was Stifel Financial, an estimated $3.71M sold.
Based on aggregated 13F filings for Q1 2024.