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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 %
P
51
&Partners
Tennessee
$355K +$355K +17,065 New
LCWP
52
Legacy Capital Wealth Partners
Arkansas
$316K +$316K +15,190 New
CIA
53
Concurrent Investment Advisors
Florida
$316K -$6.72K -323 -2%
DC
54
Davenport & Co
Virginia
$290K +$290K +13,925 New
ATC
55
Argent Trust Co
Tennessee
$276K – – –
HNB
56
Huntington National Bank
Ohio
$269K -$205K – –
Bank of New York Mellon
57
Bank of New York Mellon
New York
$247K +$247K +11,876 New
ASN
58
Advisory Services Network
Georgia
$227K +$227K +10,935 New
CBA
59
Coastal Bridge Advisors
Connecticut
$218K +$218K +10,500 New
FWP
60
Firethorn Wealth Partners
Georgia
$215K +$10.5K +504 +5%
VIP
61
Vista Investment Partners
Oklahoma
$207K – – –
Comerica Bank
62
Comerica Bank
Texas
$171K +$141K +6,788 +471%
RCM
63
Raleigh Capital Management
North Carolina
$138K +$138K +6,626 New
ICM
64
Islay Capital Management
Texas
$93.6K – – –
FFA
65
Farther Finance Advisors
California
$74.7K -$86K -4,133 -54%
Bank of America
66
Bank of America
North Carolina
$38.2K +$38.2K +1,835 New
NWM
67
Nova Wealth Management
Florida
$3.47K +$3.47K +167 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$2.76K +$2.76K +133 New
LJAC
69
L.J. Altfest & Co
New York
– -$7.64M -368,152 Closed
FT
70
Fiduciary Trust
Massachusetts
– -$924K -44,500 Closed
OFS
71
OneAscent Financial Services
Alabama
– -$824K -39,685 Closed
EWM
72
EPG Wealth Management
Georgia
– -$204K -9,810 Closed
SPIA
73
Steward Partners Investment Advisory
New York
– -$30.2K -1,453 Closed
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
– -$25K -1,190 Closed
BCWM
75
Bartlett & Co Wealth Management
Ohio
– -$480 -23 Closed
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