Angel Oak Income ETF
CARY
52 hedge funds and large institutions have $308M invested in Angel Oak Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 3 closing their positions.
333% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 3
225% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 8
18% more funds holding
Funds holding: 44 → 52 (+8)
14% more capital invested
Capital invested by funds: $271M → $308M (+$37.3M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.57% less ownership
Funds ownership: 92.04% → 87.47% (-4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$7.44M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.21M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$6.05M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$4.26M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$1.23M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$1.1M |
| 3 |
WAM
Worth Asset Management
Dallas,
Texas
|
-$726K |
| 4 |
VIP
Vista Investment Partners
Oklahoma City,
Oklahoma
|
-$206K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$75.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $6.4K | +$6.49K | +311 | New |
|
|
DCM
52
Davis Capital Management
Jacksonville,
Florida
| $5.93K | – | – | – |
|
53
Morgan Stanley
New York
| $824 | +$835 | +40 | New |
|
|
PCP
54
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1.23M | -58,260 | Closed |
|
|
VIP
55
Vista Investment Partners
Oklahoma City,
Oklahoma
| – | -$206K | -9,709 | Closed |
|
56
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$954 | -45 | Closed |
|
CARY Hedge Fund Activity: Q4 2024 in Review
52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q4 2024, worth a combined $308M — up 14% from $271M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new CARY positions and 3 closed out — a net gain of 10 holders — while 26 added to existing stakes and 8 trimmed.
The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $7.44M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $1.23M sold.
- 52 institutional investors held Angel Oak Income ETF (CARY) as of Q4 2024, up from 44 in Q3 2024.
- Funds reported $308M of Angel Oak Income ETF stock for Q4 2024, up 14% quarter-over-quarter.
- 13 funds opened new Angel Oak Income ETF positions in Q4 2024 and 3 closed out, a net change of +10 holders.
- The largest Angel Oak Income ETF buyer in Q4 2024 was L.J. Altfest & Co, an estimated $7.44M added.
- The largest Angel Oak Income ETF seller in Q4 2024 was Proficio Capital Partners, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2024.