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Angel Oak Income ETF
CARY

Overview Fund Activity

67 hedge funds and large institutions have $434M invested in Angel Oak Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
21
Increased
32
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$45.5M
2
Wells Fargo
Wells Fargo
California
$58.5M
3
AIM
Astor Investment Management
Illinois
$7.98M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.45M
5
UBS Group
UBS Group
Switzerland
$19.6M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
$0
2
CW
Channel Wealth
California
$21.9M
3
FT
Fiduciary Trust
Massachusetts
$0
4
OFS
OneAscent Financial Services
Alabama
$0
5
CGA
Crescent Grove Advisors
Illinois
$10.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.99M +$246K +11,812 +9%
BAM
27
Belpointe Asset Management
Nevada
$2.74M +$315K +15,166 +13%
MMM
28
Mendel Money Management
Illinois
$2.59M +$200K +9,630 +8%
Jane Street
29
Jane Street
New York
$2.3M +$2.3M +110,380 New
CFA
30
Camarda Financial Advisors
Florida
$2.13M +$149K +7,140 +7%
RA
31
RFG Advisory
Alabama
$2.01M +$643K +30,893 +47%
Goldman Sachs
32
Goldman Sachs
New York
$1.97M +$1.97M +94,504 New
LCGC
33
Legacy Capital Group California
California
$1.78M +$1.78M +85,472 New
TFA
34
Transamerica Financial Advisors
Florida
$1.57M -$41K -1,971 -3%
RC
35
Rareview Capital
Nevada
$1.43M +$18.9K +908 +1%
AWM
36
Able Wealth Management
New Jersey
$1.28M +$462K +22,221 +57%
IC
37
IEQ Capital
California
$1.23M +$1.23M +59,347 New
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.13M +$445K +21,389 +65%
NA
39
NewEdge Advisors
Louisiana
$1.09M +$262K +12,580 +32%
SMA
40
Sage Mountain Advisors
Georgia
$987K +$125 +6 +0%
AWM
41
AE Wealth Management
Kansas
$726K +$726K +34,906 New
GM
42
GeoWealth Management
Illinois
$584K +$584K +28,058 New
FTUS
43
Flow Traders U.S.
New York
$579K +$579K +27,856 New
CPRC
44
Consolidated Portfolio Review Corp
New York
$507K +$163K +7,820 +47%
LAM
45
Lewis Asset Management
California
$481K +$128K +6,151 +36%
BCA
46
Bay Colony Advisors
Massachusetts
$467K +$198K +9,518 +74%
IWM
47
IHT Wealth Management
Illinois
$440K +$440K +21,155 New
OPWM
48
Oregon Pacific Wealth Management
Oregon
$438K +$1.31K +63 +0.3%
CW
49
CreativeOne Wealth
Kansas
$416K +$416K +20,001 New
Citadel Advisors
50
Citadel Advisors
Florida
$384K -$465K -22,334 -55%
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