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Angel Oak Income ETF
CARY

Overview Fund Activity

43 hedge funds and large institutions have $270M invested in Angel Oak Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+14
Holders Change %
+48.28%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
14
Increased
20
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$23.9M
2
Wells Fargo
2
Wells Fargo
California
$15.2M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$43M
4
UBS Group
4
UBS Group
Switzerland
$6.53M
5
CW
5
Channel Wealth
California
$22.6M

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$6.94M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$39.3M
3
CGA
3
Crescent Grove Advisors
Illinois
$10.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.56M
5
TFA
5
Transamerica Financial Advisors
Florida
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
26
Worth Asset Management
Texas
$995K +$995K +46,966 New
FT
27
Fiduciary Trust
Massachusetts
$943K +$943K +44,500 New
RA
28
RFG Advisory
Alabama
$856K +$856K +40,406 New
Jane Street
29
Jane Street
New York
$680K +$680K +32,099 New
BCA
30
Bay Colony Advisors
Massachusetts
$470K +$27.3K +1,286 +6%
AFG
31
Argent Financial Group
Louisiana
$452K +$452K +21,347 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$414K -$6.87K -324 -2%
Citadel Advisors
33
Citadel Advisors
Florida
$392K +$392K +18,502 New
CIA
34
Concurrent Investment Advisors
Florida
$325K +$5.55K +262 +2%
HNB
35
Huntington National Bank
Ohio
$303K -$294K – –
BEI
36
Benjamin Edwards Inc
Missouri
$289K +$2.21K +104 +0.8%
FWP
37
Firethorn Wealth Partners
Georgia
$240K +$19.9K +937 +9%
VIP
38
Vista Investment Partners
Oklahoma
$206K – – –
FFA
39
Farther Finance Advisors
California
$194K +$194K +9,160 New
NA
40
NewEdge Advisors
Louisiana
$154K +$154K +7,290 New
SPIA
41
Steward Partners Investment Advisory
New York
$108K +$77.1K +3,638 +250%
ICM
42
Islay Capital Management
Texas
$95.4K +$95.4K +4,500 New
DCM
43
Davis Capital Management
Florida
$6.1K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$954 +$954 +45 New
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