Angel Oak Income ETF
CARY
56 hedge funds and large institutions have $329M invested in Angel Oak Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 5 closing their positions.
210% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 10
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more funds holding
Funds holding: 52 → 56 (+4)
7% more capital invested
Capital invested by funds: $308M → $329M (+$21.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6.43% less ownership
Funds ownership: 87.47% → 81.04% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$14.1M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$6.58M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$3.18M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.42M |
| 5 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.46M |
| 2 |
HT
Heritage Trust
Oklahoma City,
Oklahoma
|
-$557K |
| 3 |
RC
Rareview Capital
Las Vegas,
Nevada
|
-$511K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$369K |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
51
Farther Finance Advisors
San Francisco,
California
| $160K | -$31.9K | -1,540 | -17% |
|
|
ICM
52
Islay Capital Management
Lubbock,
Texas
| $93.4K | – | – | – |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $30.2K | – | – | – |
|
54
Comerica Bank
Dallas,
Texas
| $29.9K | -$25.6K | -1,235 | -46% |
|
55
Royal Bank of Canada
Toronto,
Ontario, Canada
| $25K | +$24.6K | +1,190 | New |
|
|
DCM
56
Davis Capital Management
Jacksonville,
Florida
| $5.98K | – | – | – |
|
|
BCWM
57
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $480 | +$476 | +23 | New |
|
|
58
Jane Street
New York
| – | -$1.46M | -70,832 | Closed |
|
|
BEI
59
Benjamin Edwards Inc
Clayton,
Missouri
| – | -$305K | -14,789 | Closed |
|
|
WAM
60
Worth Asset Management
Dallas,
Texas
| – | -$251K | -12,187 | Closed |
|
61
Bank of America
Charlotte,
North Carolina
| – | -$9.04K | -439 | Closed |
|
|
TRCT
62
Tower Research Capital (TRC)
New York
| – | -$6.4K | -311 | Closed |
|
CARY Hedge Fund Activity: Q1 2025 in Review
56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q1 2025, worth a combined $329M — up 6.9% from $308M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new CARY positions and 5 closed out — a net gain of 5 holders — while 31 added to existing stakes and 10 trimmed.
The largest buyer was Wells Fargo, adding an estimated $14.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.46M sold.
- 56 institutional investors held Angel Oak Income ETF (CARY) as of Q1 2025, up from 52 in Q4 2024.
- Funds reported $329M of Angel Oak Income ETF stock for Q1 2025, up 6.9% quarter-over-quarter.
- 10 funds opened new Angel Oak Income ETF positions in Q1 2025 and 5 closed out, a net change of +5 holders.
- The largest Angel Oak Income ETF buyer in Q1 2025 was Wells Fargo, an estimated $14.1M added.
- The largest Angel Oak Income ETF seller in Q1 2025 was Jane Street, an estimated $1.46M sold.
Based on aggregated 13F filings for Q1 2025.