Angel Oak Income ETF
CARY
91 hedge funds and large institutions have $590M invested in Angel Oak Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 3 closing their positions.
500% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 3
24% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 29
20% more funds holding
Funds holding: 76 → 91 (+15)
6% more capital invested
Capital invested by funds: $558M → $590M (+$31.9M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4.51% less ownership
Funds ownership: 86.06% → 81.55% (-4.5%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$33.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$14.1M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.03M |
| 4 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$4.76M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.29M |
Top Sellers
CARY Hedge Fund Activity: Q4 2025 in Review
91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q4 2025, worth a combined $590M — up 5.7% from $558M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CARY positions and 3 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $44.3M.
- 91 institutional investors held Angel Oak Income ETF (CARY) as of Q4 2025, up from 76 in Q3 2025.
- Funds reported $590M of Angel Oak Income ETF stock for Q4 2025, up 5.7% quarter-over-quarter.
- 18 funds opened new Angel Oak Income ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
- The largest Angel Oak Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $33.4M added.
- The largest Angel Oak Income ETF seller in Q4 2025 was Advocacy Wealth Management Services, an estimated $44.3M sold.
Based on aggregated 13F filings for Q4 2025.