Angel Oak Income ETF
CARY
19 hedge funds and large institutions have $85.9M invested in Angel Oak Income ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
111% more funds holding
Funds holding: 9 → 19 (+10)
62% more capital invested
Capital invested by funds: $53.1M → $85.9M (+$32.7M)
1.21% more ownership
Funds ownership: 82.36% → 83.57% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$10.3M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$7.64M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$7.06M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$5.84M |
| 5 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
-$10.1M |
| 2 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$1.39M |
| 3 |
OPAM
Ocean Park Asset Management
Santa Monica,
California
|
-$468K |
CARY Hedge Fund Activity: Q4 2023 in Review
19 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q4 2023, worth a combined $85.9M — up 62% from $53.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CARY positions and 1 closed out — a net gain of 10 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Congress Wealth Management, adding an estimated $10.3M. The largest seller was Bridge Advisory, cutting an estimated $10.1M.
- 19 institutional investors held Angel Oak Income ETF (CARY) as of Q4 2023, up from 9 in Q3 2023.
- Funds reported $85.9M of Angel Oak Income ETF stock for Q4 2023, up 62% quarter-over-quarter.
- 11 funds opened new Angel Oak Income ETF positions in Q4 2023 and 1 closed out, a net change of +10 holders.
- The largest Angel Oak Income ETF buyer in Q4 2023 was Congress Wealth Management, an estimated $10.3M added.
- The largest Angel Oak Income ETF seller in Q4 2023 was Bridge Advisory, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2023.