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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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
26
Transamerica Financial Advisors
Florida
$1.61M
RC
27
Rareview Capital
Nevada
$1.41M
RA
28
RFG Advisory
Alabama
$1.36M
SMA
29
Sage Mountain Advisors
Georgia
$985K
GWM
30
Greenwich Wealth Management
Connecticut
$949K
FT
31
Fiduciary Trust
Massachusetts
$924K
Morgan Stanley
32
Morgan Stanley
New York
$847K
Citadel Advisors
33
Citadel Advisors
Florida
$847K
NA
34
NewEdge Advisors
Louisiana
$828K
OFS
35
OneAscent Financial Services
Alabama
$824K
AI
36
Atria Investments
North Carolina
$824K
AWM
37
Able Wealth Management
New Jersey
$815K
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$686K
OPWM
39
Oregon Pacific Wealth Management
Oregon
$436K
LAM
40
Lewis Asset Management
California
$352K
CPRC
41
Consolidated Portfolio Review Corp
New York
$343K
CIA
42
Concurrent Investment Advisors
Florida
$322K
ATC
43
Argent Trust Co
Tennessee
$275K
BCA
44
Bay Colony Advisors
Massachusetts
$269K
VIP
45
Vista Investment Partners
Oklahoma
$207K
HNB
46
Huntington National Bank
Ohio
$205K
FWP
47
Firethorn Wealth Partners
Georgia
$204K
EWM
48
EPG Wealth Management
Georgia
$204K
FFA
49
Farther Finance Advisors
California
$160K
ICM
50
Islay Capital Management
Texas
$93.4K