Angel Oak Income ETF
CARY
102 hedge funds and large institutions have $818M invested in Angel Oak Income ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 56 increasing their positions, 20 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
180% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 20
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
39% more capital invested
Capital invested by funds: $590M → $818M (+$228M)
12% more funds holding
Funds holding: 91 → 102 (+11)
2.77% less ownership
Funds ownership: 81.55% → 78.78% (-2.8%)
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$104M |
| 2 |
IA
IFC Advisors
Los Angeles,
California
|
+$62.2M |
| 3 |
Morgan Stanley
New York
|
+$18.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.74M |
| 5 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$8.98M |
Top Sellers
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$29.7M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$8.09M |
| 3 |
IC
IEQ Capital
Foster City,
California
|
-$1.55M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.16M |
| 5 |
BCA
Bay Colony Advisors
Concord,
Massachusetts
|
-$434K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $262 | +$147 | +7 | +6% |
|
|
FFA
102
Farther Finance Advisors
San Francisco,
California
| $15 | -$77.3K | -3,693 | -100% |
|
|
AWM
103
Axxcess Wealth Management
Carlsbad,
California
| – | -$8.09M | -388,632 | Closed |
|
|
104
Ameriprise
Minneapolis,
Minnesota
| – | -$1.16M | -55,820 | Closed |
|
|
FWP
105
Firethorn Wealth Partners
Augusta,
Georgia
| – | -$215K | -10,344 | Closed |
|
|
HFS
106
Hantz Financial Services
Southfield,
Michigan
| – | -$30K | -1,417 | Closed |
|
107
Jones Financial Companies
Des Peres,
Missouri
| – | -$5.02K | -241 | Closed |
|
CARY Hedge Fund Activity: Q1 2026 in Review
102 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q1 2026, worth a combined $818M — up 39% from $590M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CARY positions and 5 closed out — a net gain of 12 holders — while 56 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $104M. The largest seller was Focus Partners Wealth, cutting an estimated $29.7M.
- 102 institutional investors held Angel Oak Income ETF (CARY) as of Q1 2026, up from 91 in Q4 2025.
- Funds reported $818M of Angel Oak Income ETF stock for Q1 2026, up 39% quarter-over-quarter.
- 17 funds opened new Angel Oak Income ETF positions in Q1 2026 and 5 closed out, a net change of +12 holders.
- The largest Angel Oak Income ETF buyer in Q1 2026 was Bank of America, an estimated $104M added.
- The largest Angel Oak Income ETF seller in Q1 2026 was Focus Partners Wealth, an estimated $29.7M sold.
Based on aggregated 13F filings for Q1 2026.