Angel Oak Income ETF
CARY
CARY
9 hedge funds and large institutions have $53.1M invested in Angel Oak Income ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.14%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
5
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GS
1
GTS Securities
New York
|
$0 |
| 2 |
CGA
2
Crescent Grove Advisors
Lake Forest,
Illinois
|
$7.91M |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $20.7M | 1,029,118 | +1,029,118 | New |
|
|
BA
2
Bridge Advisory
Pasadena,
California
| $11.1M | 552,240 | +12,968 | +2% |
|
|
CGA
3
Crescent Grove Advisors
Lake Forest,
Illinois
| $7.91M | 393,436 | -18,612 | -5% |
|
|
CW
4
Channel Wealth
Santa Barbara,
California
| $5.93M | 295,183 | +181,700 | +160% |
|
|
CWM
5
Congress Wealth Management
Boston,
Massachusetts
| $4.35M | 216,209 | +13,258 | +7% |
|
|
AWM
6
Axxcess Wealth Management
Carlsbad,
California
| $1.8M | 89,703 | +89,703 | New |
|
7
Jane Street
New York
| $654K | 32,532 | +32,532 | New |
|
|
OPAM
8
Ocean Park Asset Management
Santa Monica,
California
| $468K | 23,284 | +23,284 | New |
|
|
TFA
9
Transamerica Financial Advisors
St. Petersburg,
Florida
| $242K | 12,035 | +12,035 | New |
|
|
GS
10
GTS Securities
New York
| – | – | -40,067 | Closed |
|
|
CFGS
11
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
|
NA
12
NewEdge Advisors
New Orleans,
Louisiana
| – | – | – | – |
|