We are live on ! Find out more
CARY icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
36
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
UBS Group
UBS Group
Switzerland
+$14.1M
3
Raymond James Financial
Raymond James Financial
Florida
+$6.03M
4
AWA
Arkadios Wealth Advisors
Georgia
+$4.76M
5
Wells Fargo
Wells Fargo
California
+$4.29M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$44.3M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$3.6M
3
OC
Oppenheimer & Co
New York
-$1.41M
4
KAS
Kestra Advisory Services
Texas
-$1.15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$204K +$205K +9,777 New
PTC
77
Private Trust Company
Ohio
$203K – – –
RCM
78
Raleigh Capital Management
North Carolina
$136K +$5.89K +281 +4%
LAS
79
Lloyd Advisory Services
Georgia
$118K +$119K +5,659 New
Bank of America
80
Bank of America
North Carolina
$99.3K -$11.5K -551 -10%
FFA
81
Farther Finance Advisors
California
$76.9K +$1.05K +50 +1%
SEP
82
Signature Equity Partners
Ohio
$34.7K +$34.9K +1,666 New
HFS
83
Hantz Financial Services
Michigan
$30K +$29.7K +1,417 New
JP Morgan Chase
84
JP Morgan Chase
New York
$27K +$27.1K +1,294 New
Q1WB
85
Quest 10 Wealth Builders
Virginia
$22K – – –
KFG
86
Kingdom Financial Group
Arizona
$10.3K +$10.4K +495 New
DCM
87
Davis Capital Management
Florida
$6K – – –
Jones Financial Companies
88
Jones Financial Companies
Missouri
$5.02K -$3.33K -159 -40%
AssetMark Inc
89
AssetMark Inc
California
$1.02K +$1.03K +49 New
NA
90
Networth Advisors
Pennsylvania
$979 +$985 +47 New
Fidelity Investments
91
Fidelity Investments
Massachusetts
$247 -$126 -6 -5%
CPRC
92
Consolidated Portfolio Review Corp
New York
– -$507K -24,269 Closed
ASN
93
Advisory Services Network
Georgia
– -$229K -10,951 Closed
CA
94
Clearstead Advisors
Ohio
– -$9.49K -454 Closed
1 2 3
4

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.