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Angel Oak Income ETF
CARY

70 hedge funds and large institutions have $436M invested in Angel Oak Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

32% more capital invested

Capital invested by funds: $329M → $436M (+$107M)

25% more funds holding

Funds holding: 56 → 70 (+14)

2.53% more ownership

Funds ownership: 81.04% → 83.57% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
70
Holders Change
+14
Holders Change %
+25%
% of All Funds
0.92%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
34
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$44.4M
2
Wells Fargo
Wells Fargo
California
+$23.3M
3
AIM
Astor Investment Management
Illinois
+$7.93M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.41M
5
UBS Group
UBS Group
Switzerland
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
LJAC
L.J. Altfest & Co
New York
-$7.64M
2
CW
Channel Wealth
California
-$3.19M
3
FT
Fiduciary Trust
Massachusetts
-$924K
4
OFS
OneAscent Financial Services
Alabama
-$824K
5
CGA
Crescent Grove Advisors
Illinois
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$2.99M +$244K +11,812 +9%
BAM
27
Belpointe Asset Management
Nevada
$2.74M +$313K +15,166 +13%
MMM
28
Mendel Money Management
Illinois
$2.59M +$199K +9,630 +8%
Jane Street
29
Jane Street
New York
$2.3M +$2.28M +110,380 New
CFA
30
Camarda Financial Advisors
Florida
$2.13M +$148K +7,140 +7%
RA
31
RFG Advisory
Alabama
$2.01M +$639K +30,893 +47%
Goldman Sachs
32
Goldman Sachs
New York
$1.97M +$1.95M +94,504 New
LCGC
33
Legacy Capital Group California
California
$1.78M +$1.77M +85,472 New
TFA
34
Transamerica Financial Advisors
Florida
$1.57M -$40.7K -1,971 -3%
RC
35
Rareview Capital
Nevada
$1.43M +$18.8K +908 +1%
SA
36
Sanctuary Advisors
Indiana
$1.29M -$394K -19,079 -24%
AWM
37
Able Wealth Management
New Jersey
$1.28M +$459K +22,221 +57%
IC
38
IEQ Capital
California
$1.23M +$1.23M +59,347 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.13M +$442K +21,389 +65%
NA
40
NewEdge Advisors
Louisiana
$1.09M +$260K +12,580 +32%
IFG
41
Independent Financial Group
California
$1.05M +$3.49K +169 +0.3%
SMA
42
Sage Mountain Advisors
Georgia
$987K +$124 +6 +0%
AWM
43
AE Wealth Management
Kansas
$726K +$721K +34,906 New
GM
44
GeoWealth Management
Illinois
$584K +$580K +28,058 New
FTUS
45
Flow Traders U.S.
New York
$579K +$576K +27,856 New
CPRC
46
Consolidated Portfolio Review Corp
New York
$507K +$162K +7,820 +47%
LAM
47
Lewis Asset Management
California
$481K +$127K +6,151 +36%
BCA
48
Bay Colony Advisors
Massachusetts
$467K +$197K +9,518 +74%
IWM
49
IHT Wealth Management
Illinois
$440K +$437K +21,155 New
OPWM
50
Oregon Pacific Wealth Management
Oregon
$438K +$1.3K +63 +0.3%
1
2
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CARY Hedge Fund Activity: Q2 2025 in Review

70 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q2 2025, worth a combined $436M — up 32% from $329M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new CARY positions and 7 closed out — a net gain of 15 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $44.4M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $7.64M sold.

  • 70 institutional investors held Angel Oak Income ETF (CARY) as of Q2 2025, up from 56 in Q1 2025.
  • Funds reported $436M of Angel Oak Income ETF stock for Q2 2025, up 32% quarter-over-quarter.
  • 22 funds opened new Angel Oak Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
  • The largest Angel Oak Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $44.4M added.
  • The largest Angel Oak Income ETF seller in Q2 2025 was L.J. Altfest & Co, an estimated $7.64M sold.

Based on aggregated 13F filings for Q2 2025.