Angel Oak Income ETF
CARY
30 hedge funds and large institutions have $198M invested in Angel Oak Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 4 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 4
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
28% more capital invested
Capital invested by funds: $155M → $198M (+$43.1M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
11% more funds holding
Funds holding: 27 → 30 (+3)
2.74% more ownership
Funds ownership: 92.24% → 94.98% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Executive Wealth Management
Brighton,
Michigan
|
+$19.7M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$4.84M |
| 3 |
CW
Channel Wealth
Santa Barbara,
California
|
+$3.66M |
| 4 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$2.83M |
| 5 |
TIM
Tortoise Investment Management
White Plains,
New York
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$730K |
| 2 |
HIC
Hartline Investment Corp
Winnetka,
Illinois
|
-$287K |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$277K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$124K |
| 5 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BEI
26
Benjamin Edwards Inc
Clayton,
Missouri
| $278K | +$7.13K | +348 | +3% |
|
|
FWP
27
Firethorn Wealth Partners
Augusta,
Georgia
| $214K | +$213K | +10,394 | New |
|
|
VIP
28
Vista Investment Partners
Oklahoma City,
Oklahoma
| $200K | -$25.8K | -1,260 | -11% |
|
|
SPIA
29
Steward Partners Investment Advisory
New York
| $29.9K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $22.5K | +$22.3K | +1,090 | New |
|
|
DCM
31
Davis Capital Management
Jacksonville,
Florida
| $5.92K | +$5.9K | +288 | New |
|
|
HIC
32
Hartline Investment Corp
Winnetka,
Illinois
| – | -$287K | -13,982 | Closed |
|
|
BA
33
Bridge Advisory
Pasadena,
California
| – | -$277K | -13,469 | Closed |
|
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$124K | -6,055 | Closed |
|
35
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$31K | -1,510 | Closed |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -30 | Closed |
|
CARY Hedge Fund Activity: Q2 2024 in Review
30 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q2 2024, worth a combined $198M — up 28% from $155M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new CARY positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 4 trimmed.
The largest buyer was Executive Wealth Management, opening a new position worth an estimated $19.7M. The largest seller was Precision Wealth Strategies, cutting an estimated $730K.
- 30 institutional investors held Angel Oak Income ETF (CARY) as of Q2 2024, up from 27 in Q1 2024.
- Funds reported $198M of Angel Oak Income ETF stock for Q2 2024, up 28% quarter-over-quarter.
- 8 funds opened new Angel Oak Income ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
- The largest Angel Oak Income ETF buyer in Q2 2024 was Executive Wealth Management, an estimated $19.7M added.
- The largest Angel Oak Income ETF seller in Q2 2024 was Precision Wealth Strategies, an estimated $730K sold.
Based on aggregated 13F filings for Q2 2024.