Angel Oak Income ETF
CARY
70 hedge funds and large institutions have $436M invested in Angel Oak Income ETF in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
209% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 11
32% more capital invested
Capital invested by funds: $329M → $436M (+$107M)
25% more funds holding
Funds holding: 56 → 70 (+14)
2.53% more ownership
Funds ownership: 81.04% → 83.57% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$44.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$23.3M |
| 3 |
AIM
Astor Investment Management
Chicago,
Illinois
|
+$7.93M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.41M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$7.64M |
| 2 |
CW
Channel Wealth
Santa Barbara,
California
|
-$3.19M |
| 3 |
FT
Fiduciary Trust
Boston,
Massachusetts
|
-$924K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$824K |
| 5 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| – | -$30.2K | -1,453 | Closed |
|
77
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$25K | -1,190 | Closed |
|
|
BCWM
78
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$480 | -23 | Closed |
|
CARY Hedge Fund Activity: Q2 2025 in Review
70 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q2 2025, worth a combined $436M — up 32% from $329M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CARY positions and 7 closed out — a net gain of 15 holders — while 34 added to existing stakes and 11 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $44.4M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $7.64M sold.
- 70 institutional investors held Angel Oak Income ETF (CARY) as of Q2 2025, up from 56 in Q1 2025.
- Funds reported $436M of Angel Oak Income ETF stock for Q2 2025, up 32% quarter-over-quarter.
- 22 funds opened new Angel Oak Income ETF positions in Q2 2025 and 7 closed out, a net change of +15 holders.
- The largest Angel Oak Income ETF buyer in Q2 2025 was Morgan Stanley, an estimated $44.4M added.
- The largest Angel Oak Income ETF seller in Q2 2025 was L.J. Altfest & Co, an estimated $7.64M sold.
Based on aggregated 13F filings for Q2 2025.