Angel Oak Income ETF
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.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
102% more capital invested
Capital invested by funds: $26.3M → $53.1M (+$26.8M)
80% more funds holding
Funds holding: 5 → 9 (+4)
11.67% more ownership
Funds ownership: 70.69% → 82.36% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$20.7M |
| 2 |
CW
Channel Wealth
Santa Barbara,
California
|
+$3.66M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.81M |
| 4 |
Jane Street
New York
|
+$656K |
| 5 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
+$469K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$807K |
| 2 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$375K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Arkadios Wealth Advisors
Atlanta,
Georgia
| $20.7M | +$20.7M | +1,029,118 | New |
|
|
BA
2
Bridge Advisory
Pasadena,
California
| $11.1M | +$261K | +12,968 | +2% |
|
|
CGA
3
Crescent Grove Advisors
Lake Forest,
Illinois
| $7.91M | -$375K | -18,612 | -5% |
|
|
CW
4
Channel Wealth
Santa Barbara,
California
| $5.93M | +$3.66M | +181,700 | +160% |
|
|
CWM
5
Congress Wealth Management
Boston,
Massachusetts
| $4.35M | +$267K | +13,258 | +7% |
|
|
AWM
6
Axxcess Wealth Management
Carlsbad,
California
| $1.8M | +$1.81M | +89,703 | New |
|
|
7
Jane Street
New York
| $654K | +$656K | +32,532 | New |
|
|
OPAM
8
Ocean Park Asset Management
Santa Monica,
California
| $468K | +$469K | +23,284 | New |
|
|
TFA
9
Transamerica Financial Advisors
St. Petersburg,
Florida
| $242K | +$243K | +12,035 | New |
|
|
GS
10
GTS Securities
New York
| – | -$807K | -40,067 | Closed |
|
CARY Hedge Fund Activity: Q3 2023 in Review
9 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q3 2023, worth a combined $53.1M — up 102% from $26.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new CARY positions and 1 closed out — a net gain of 4 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $20.7M. The largest seller was GTS Securities, exiting entirely with an estimated $807K sold.
- 9 institutional investors held Angel Oak Income ETF (CARY) as of Q3 2023, up from 5 in Q2 2023.
- Funds reported $53.1M of Angel Oak Income ETF stock for Q3 2023, up 102% quarter-over-quarter.
- 5 funds opened new Angel Oak Income ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest Angel Oak Income ETF buyer in Q3 2023 was Arkadios Wealth Advisors, an estimated $20.7M added.
- The largest Angel Oak Income ETF seller in Q3 2023 was GTS Securities, an estimated $807K sold.
Based on aggregated 13F filings for Q3 2023.