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Angel Oak Income ETF

3 hedge funds and large institutions have $20.5M invested in Angel Oak Income ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.88% more ownership

Funds ownership: 0%65.88% (+66%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridge Advisory
California
$10.7M +$10.8M +535,305 New
CGA
2
Crescent Grove Advisors
Illinois
$6.92M +$6.91M +342,930 New
CWM
3
Congress Wealth Management
Massachusetts
$2.87M +$2.88M +142,979 New

CARY Hedge Fund Activity: Q4 2022 in Review

3 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q4 2022, worth a combined $20.5M.

Buyers outnumbered sellers: 3 funds opened new CARY positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Bridge Advisory, opening a new position worth an estimated $10.8M.

  • 3 institutional investors held Angel Oak Income ETF (CARY) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $20.5M of Angel Oak Income ETF stock for Q4 2022.
  • 3 funds opened new Angel Oak Income ETF positions in Q4 2022 and 0 closed out, a net change of +3 holders.
  • The largest Angel Oak Income ETF buyer in Q4 2022 was Bridge Advisory, an estimated $10.8M added.

Based on aggregated 13F filings for Q4 2022.