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Angel Oak Income ETF

54 hedge funds and large institutions have $327M invested in Angel Oak Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
30
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
26
Transamerica Financial Advisors
Florida
$1.61M -$68.4K -3,292 -4%
RC
27
Rareview Capital
Nevada
$1.41M -$512K -24,670 -27%
RA
28
RFG Advisory
Alabama
$1.36M +$219K +10,537 +19%
SMA
29
Sage Mountain Advisors
Georgia
$985K
GWM
30
Greenwich Wealth Management
Connecticut
$949K +$949K +45,711 New
FT
31
Fiduciary Trust
Massachusetts
$924K
Morgan Stanley
32
Morgan Stanley
New York
$847K +$846K +40,759 +101,898%
Citadel Advisors
33
Citadel Advisors
Florida
$847K +$402K +19,378 +91%
NA
34
NewEdge Advisors
Louisiana
$828K +$730K +35,142 +740%
OFS
35
OneAscent Financial Services
Alabama
$824K +$824K +39,685 New
AI
36
Atria Investments
North Carolina
$824K +$824K +39,685 New
AWM
37
Able Wealth Management
New Jersey
$815K +$555K +26,743 +214%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$686K +$263K +12,670 +62%
OPWM
39
Oregon Pacific Wealth Management
Oregon
$436K +$17.8K +855 +4%
LAM
40
Lewis Asset Management
California
$352K +$352K +16,967 New
CPRC
41
Consolidated Portfolio Review Corp
New York
$343K +$16.6K +798 +5%
CIA
42
Concurrent Investment Advisors
Florida
$322K +$5.31K +256 +2%
ATC
43
Argent Trust Co
Tennessee
$275K +$31.1K +1,500 +13%
BCA
44
Bay Colony Advisors
Massachusetts
$269K -$127K -6,092 -32%
VIP
45
Vista Investment Partners
Oklahoma
$207K +$207K +9,949 New
HNB
46
Huntington National Bank
Ohio
$205K -$205K
FWP
47
Firethorn Wealth Partners
Georgia
$204K -$19.2K -927 -9%
EWM
48
EPG Wealth Management
Georgia
$204K +$204K +9,810 New
FFA
49
Farther Finance Advisors
California
$160K -$32K -1,540 -17%
ICM
50
Islay Capital Management
Texas
$93.4K