Angel Oak Income ETF
CARY
5 hedge funds and large institutions have $24.3M invested in Angel Oak Income ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 3 reducing their positions, and closing their positions.
67% more funds holding
Funds holding: 3 → 5 (+2)
18% more capital invested
Capital invested by funds: $20.5M → $24.3M (+$3.74M)
6.72% more ownership
Funds ownership: 65.88% → 72.61% (+6.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$185K |
| 2 |
BA
Bridge Advisory
Pasadena,
California
|
-$110K |
| 3 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$14.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bridge Advisory
Pasadena,
California
| $10.7M | -$110K | -5,459 | -1% |
|
|
CGA
2
Crescent Grove Advisors
Lake Forest,
Illinois
| $6.76M | -$185K | -9,143 | -3% |
|
|
CWM
3
Congress Wealth Management
Boston,
Massachusetts
| $2.88M | -$14.5K | -716 | -0.5% |
|
|
4
Jane Street
New York
| $2.57M | +$2.56M | +126,762 | New |
|
|
CW
5
Channel Wealth
Santa Barbara,
California
| $1.32M | +$1.32M | +65,377 | New |
|
CARY Hedge Fund Activity: Q1 2023 in Review
5 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q1 2023, worth a combined $24.3M — up 18% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new CARY positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.56M. The largest seller was Crescent Grove Advisors, cutting an estimated $185K.
- 5 institutional investors held Angel Oak Income ETF (CARY) as of Q1 2023, up from 3 in Q4 2022.
- Funds reported $24.3M of Angel Oak Income ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 2 funds opened new Angel Oak Income ETF positions in Q1 2023 and 0 closed out, a net change of +2 holders.
- The largest Angel Oak Income ETF buyer in Q1 2023 was Jane Street, an estimated $2.56M added.
- The largest Angel Oak Income ETF seller in Q1 2023 was Crescent Grove Advisors, an estimated $185K sold.
Based on aggregated 13F filings for Q1 2023.