Angel Oak Income ETF
CARY
5 hedge funds and large institutions have $26.3M invested in Angel Oak Income ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 1 closing their positions.
9% more capital invested
Capital invested by funds: $24.3M → $26.3M (+$2.07M)
0% more funds holding
Funds holding: 5 → 5 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
1.92% less ownership
Funds ownership: 72.61% → 70.69% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
+$1.58M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.22M |
| 3 |
CW
Channel Wealth
Santa Barbara,
California
|
+$970K |
| 4 |
BA
Bridge Advisory
Pasadena,
California
|
+$190K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.57M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BA
1
Bridge Advisory
Pasadena,
California
| $10.9M | +$190K | +9,426 | +2% |
|
|
CGA
2
Crescent Grove Advisors
Lake Forest,
Illinois
| $8.3M | +$1.58M | +78,261 | +23% |
|
|
CWM
3
Congress Wealth Management
Boston,
Massachusetts
| $4.09M | +$1.22M | +60,688 | +43% |
|
|
CW
4
Channel Wealth
Santa Barbara,
California
| $2.29M | +$970K | +48,106 | +74% |
|
|
GS
5
GTS Securities
New York
| $807K | +$808K | +40,067 | New |
|
|
6
Jane Street
New York
| – | -$2.57M | -126,762 | Closed |
|
CARY Hedge Fund Activity: Q2 2023 in Review
5 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q2 2023, worth a combined $26.3M — up 8.5% from $24.3M a quarter earlier.
Fund positioning in CARY was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Crescent Grove Advisors, adding an estimated $1.58M. The largest seller was Jane Street, exiting entirely with an estimated $2.57M sold.
- 5 institutional investors held Angel Oak Income ETF (CARY) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $26.3M of Angel Oak Income ETF stock for Q2 2023, up 8.5% quarter-over-quarter.
- 1 fund opened new Angel Oak Income ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Angel Oak Income ETF buyer in Q2 2023 was Crescent Grove Advisors, an estimated $1.58M added.
- The largest Angel Oak Income ETF seller in Q2 2023 was Jane Street, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2023.