Angel Oak Income ETF
CARY
76 hedge funds and large institutions have $558M invested in Angel Oak Income ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 13 reducing their positions, and 6 closing their positions.
246% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 13
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
28% more capital invested
Capital invested by funds: $436M → $558M (+$122M)
9% more funds holding
Funds holding: 70 → 76 (+6)
2.49% more ownership
Funds ownership: 83.57% → 86.06% (+2.5%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.1M |
| 2 |
Bank of New York Mellon
New York
|
+$20.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$18.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$16.8M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.02M |
| 2 |
Jane Street
New York
|
-$2.3M |
| 3 |
Goldman Sachs
New York
|
-$1.97M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$579K |
| 5 |
OPWM
Oregon Pacific Wealth Management
Medford,
Oregon
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DCM
76
Davis Capital Management
Jacksonville,
Florida
| $6.02K | +$6.02K | +288 | New |
|
77
Fidelity Investments
Boston,
Massachusetts
| $261 | -$167 | -8 | -6% |
|
|
78
Jane Street
New York
| – | -$2.3M | -110,380 | Closed |
|
|
79
Goldman Sachs
New York
| – | -$1.97M | -94,504 | Closed |
|
|
FTUS
80
Flow Traders U.S.
New York
| – | -$579K | -27,856 | Closed |
|
|
OPWM
81
Oregon Pacific Wealth Management
Medford,
Oregon
| – | -$438K | -21,054 | Closed |
|
82
Citadel Advisors
Miami,
Florida
| – | -$384K | -18,453 | Closed |
|
|
NWM
83
Nova Wealth Management
Bonita Springs,
Florida
| – | -$3.47K | -167 | Closed |
|
CARY Hedge Fund Activity: Q3 2025 in Review
76 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q3 2025, worth a combined $558M — up 28% from $436M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CARY positions and 6 closed out — a net gain of 8 holders — while 45 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $3.02M.
- 76 institutional investors held Angel Oak Income ETF (CARY) as of Q3 2025, up from 70 in Q2 2025.
- Funds reported $558M of Angel Oak Income ETF stock for Q3 2025, up 28% quarter-over-quarter.
- 14 funds opened new Angel Oak Income ETF positions in Q3 2025 and 6 closed out, a net change of +8 holders.
- The largest Angel Oak Income ETF buyer in Q3 2025 was Morgan Stanley, an estimated $21.1M added.
- The largest Angel Oak Income ETF seller in Q3 2025 was Janney Montgomery Scott, an estimated $3.02M sold.
Based on aggregated 13F filings for Q3 2025.