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Angel Oak Income ETF

18 hedge funds and large institutions have $85.6M invested in Angel Oak Income ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
18
Holders Change
+9
Holders Change %
+100%
% of All Funds
0.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
6
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
1
Arkadios Wealth Advisors
Georgia
$28.8M 1,407,821 +378,703 +37%
CWM
2
Congress Wealth Management
Massachusetts
$14.9M 728,996 +512,787 +237%
CW
3
Channel Wealth
California
$8.93M 436,357 +141,174 +48%
AWM
4
Axxcess Wealth Management
California
$7.76M 379,163 +289,460 +323%
Stifel Financial
5
Stifel Financial
Missouri
$7.15M 349,686 +349,686 New
CGA
6
Crescent Grove Advisors
Illinois
$6.68M 324,615 -68,821 -17%
MW
7
MBL Wealth
North Carolina
$4.78M 233,766 +233,766 New
CFA
8
Camarda Financial Advisors
Florida
$1.86M 91,011 +91,011 New
BA
9
Bridge Advisory
California
$1.07M 52,183 -500,057 -91%
Jane Street
10
Jane Street
New York
$806K 39,378 +6,846 +21%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$744K 36,372 +36,372 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$659K 32,197 +32,197 New
CIA
13
Concurrent Investment Advisors
Florida
$404K 19,761 +19,761 New
RJA
14
Raymond James & Associates
Florida
$383K 18,742 +18,742 New
TFA
15
Transamerica Financial Advisors
Florida
$271K 13,200 +1,165 +10%
BCA
16
Bay Colony Advisors
Massachusetts
$237K 11,586 +11,586 New
UBS Group
17
UBS Group
Switzerland
$94.2K 4,606 +4,606 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.02K 50 +50 New
OPAM
19
Ocean Park Asset Management
California
-23,284 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
NA
21
NewEdge Advisors
Louisiana