CARY icon

Angel Oak Income ETF
CARY

Overview Fund Activity

26 hedge funds and large institutions have $154M invested in Angel Oak Income ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
26
Holders Change
+8
Holders Change %
+44.44%
% of All Funds
0.38%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
10
Increased
11
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
1
Advocacy Wealth Management Services
Georgia
$38.4M
2
TIM
2
Tortoise Investment Management
New York
$8.37M
3
CW
3
Channel Wealth
California
$14.2M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.38M
5
PWS
5
Precision Wealth Strategies
Missouri
$3.9M

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$3.46M
2
Jane Street
2
Jane Street
New York
$0
3
BA
3
Bridge Advisory
California
$277K
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$425K
5
CFA
5
Camarda Financial Advisors
Florida
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$38.4M 1,871,709 +1,871,709 New
AWA
2
Arkadios Wealth Advisors
Georgia
$31.6M 1,537,038 +129,217 +9%
CWM
3
Congress Wealth Management
Massachusetts
$15.5M 753,129 +24,133 +3%
CW
4
Channel Wealth
California
$14.2M 688,997 +252,640 +58%
AWM
5
Axxcess Wealth Management
California
$8.56M 416,811 +37,648 +10%
MW
6
MBL Wealth
North Carolina
$8.39M 408,413 +174,647 +75%
TIM
7
Tortoise Investment Management
New York
$8.37M 407,593 +407,593 New
CGA
8
Crescent Grove Advisors
Illinois
$8.21M 397,537 +72,922 +22%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$5.38M 261,983 +229,786 +714%
PWS
10
Precision Wealth Strategies
Missouri
$3.9M 189,990 +189,990 New
Stifel Financial
11
Stifel Financial
Missouri
$3.46M 168,661 -181,025 -52%
TFA
12
Transamerica Financial Advisors
Florida
$2M 97,537 +84,337 +639%
CFA
13
Camarda Financial Advisors
Florida
$1.77M 85,995 -5,016 -6%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.39M 67,873 +67,823 +135,646%
RJA
15
Raymond James & Associates
Florida
$687K 33,450 +14,708 +78%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$425K 20,673 -15,699 -43%
CIA
17
Concurrent Investment Advisors
Florida
$308K 15,003 -4,758 -24%
BCA
18
Bay Colony Advisors
Massachusetts
$287K 13,982 +2,396 +21%
HIC
19
Hartline Investment Corp
Illinois
$287K 13,982 +13,982 New
BA
20
Bridge Advisory
California
$277K 13,469 -38,714 -74%
BEI
21
Benjamin Edwards Inc
Missouri
$270K 13,159 +13,159 New
VIP
22
Vista Investment Partners
Oklahoma
$225K 10,969 +10,969 New
HNB
23
Huntington National Bank
Ohio
– – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$124K 6,055 +6,055 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$31K 1,510 +1,510 New
1
2