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Angel Oak Income ETF
CARY

Overview Fund Activity

29 hedge funds and large institutions have $197M invested in Angel Oak Income ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
8
Increased
15
Reduced
4
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWM
1
Executive Wealth Management
Michigan
$19.8M
2
AWA
2
Arkadios Wealth Advisors
Georgia
$36.5M
3
CW
3
Channel Wealth
California
$17.9M
4
CGA
4
Crescent Grove Advisors
Illinois
$11.1M
5
TIM
5
Tortoise Investment Management
New York
$10.8M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$3.18M
2
HIC
2
Hartline Investment Corp
Illinois
$0
3
BA
3
Bridge Advisory
California
$0
4
HNB
4
Huntington National Bank
Ohio
$294K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$38.9M 1,888,587 +16,878 +0.9%
AWA
2
Arkadios Wealth Advisors
Georgia
$36.5M 1,773,206 +236,168 +15%
EWM
3
Executive Wealth Management
Michigan
$19.8M 962,120 +962,120 New
CW
4
Channel Wealth
California
$17.9M 867,688 +178,691 +26%
CWM
5
Congress Wealth Management
Massachusetts
$15.6M 757,380 +4,251 +0.6%
CGA
6
Crescent Grove Advisors
Illinois
$11.1M 535,835 +138,298 +35%
TIM
7
Tortoise Investment Management
New York
$10.8M 524,480 +116,887 +29%
MW
8
MBL Wealth
North Carolina
$9.02M 437,727 +29,314 +7%
AWM
9
Axxcess Wealth Management
California
$8.94M 433,754 +16,943 +4%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$7.69M 373,462 +111,479 +43%
Stifel Financial
11
Stifel Financial
Missouri
$4M 194,161 +25,500 +15%
PWS
12
Precision Wealth Strategies
Missouri
$3.18M 154,357 -35,633 -19%
TFA
13
Transamerica Financial Advisors
Florida
$2.01M 97,537 – –
Osaic Holdings
14
Osaic Holdings
Arizona
$1.81M 88,298 +20,425 +30%
CFA
15
Camarda Financial Advisors
Florida
$1.74M 84,385 -1,610 -2%
RJA
16
Raymond James & Associates
Florida
$1.31M 63,371 +29,921 +89%
UBS Group
17
UBS Group
Switzerland
$1.26M 61,088 +61,088 New
MMM
18
Mendel Money Management
Illinois
$1.19M 57,663 +57,663 New
SA
19
Sanctuary Advisors
Indiana
$1.13M 55,473 +55,473 New
LPL Financial
20
LPL Financial
California
$1.07M 51,998 +51,998 New
BCA
21
Bay Colony Advisors
Massachusetts
$431K 20,912 +6,930 +50%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$409K 19,873 -800 -4%
CIA
23
Concurrent Investment Advisors
Florida
$310K 15,054 +51 +0.3%
HNB
24
Huntington National Bank
Ohio
– – – –
BEI
25
Benjamin Edwards Inc
Missouri
$278K 13,507 +348 +3%
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