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Angel Oak Income ETF
CARY

Overview Fund Activity

43 hedge funds and large institutions have $270M invested in Angel Oak Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
43
Holders Change
+14
Holders Change %
+48.28%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
14
Increased
20
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$23.9M
2
Wells Fargo
2
Wells Fargo
California
$15.2M
3
AWA
3
Arkadios Wealth Advisors
Georgia
$43M
4
UBS Group
4
UBS Group
Switzerland
$6.53M
5
CW
5
Channel Wealth
California
$22.6M

Top Sellers

1
AWM
1
Axxcess Wealth Management
California
$6.94M
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$39.3M
3
CGA
3
Crescent Grove Advisors
Illinois
$10.7M
4
Stifel Financial
4
Stifel Financial
Missouri
$3.56M
5
TFA
5
Transamerica Financial Advisors
Florida
$1.77M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arkadios Wealth Advisors
Georgia
$43M 2,030,608 +257,402 +15%
AWMS
2
Advocacy Wealth Management Services
Georgia
$39.3M 1,856,576 -32,011 -2%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$23.9M 1,126,933 +1,126,933 New
CW
4
Channel Wealth
California
$22.6M 1,067,979 +200,291 +23%
EWM
5
Executive Wealth Management
Michigan
$21.2M 1,000,964 +38,844 +4%
CWM
6
Congress Wealth Management
Massachusetts
$16.1M 761,461 +4,081 +0.5%
Wells Fargo
7
Wells Fargo
California
$15.2M 717,846 +716,756 +65,757%
TIM
8
Tortoise Investment Management
New York
$11.8M 557,728 +33,248 +6%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$11.6M 547,299 +173,837 +47%
CGA
10
Crescent Grove Advisors
Illinois
$10.7M 504,584 -31,251 -6%
MW
11
MBL Wealth
North Carolina
$9.31M 439,353 +1,626 +0.4%
AWM
12
Axxcess Wealth Management
California
$6.94M 327,739 -106,015 -24%
UBS Group
13
UBS Group
Switzerland
$6.53M 308,022 +246,934 +404%
Stifel Financial
14
Stifel Financial
Missouri
$3.56M 167,885 -26,276 -14%
PWS
15
Precision Wealth Strategies
Missouri
$2.98M 140,691 -13,666 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$2.9M 136,845 +48,547 +55%
OC
17
Oppenheimer & Co
New York
$2.6M 122,683 +122,683 New
RJA
18
Raymond James & Associates
Florida
$2.14M 101,005 +37,634 +59%
MMM
19
Mendel Money Management
Illinois
$1.87M 88,259 +30,596 +53%
CFA
20
Camarda Financial Advisors
Florida
$1.86M 87,638 +3,253 +4%
TFA
21
Transamerica Financial Advisors
Florida
$1.77M 83,571 -13,966 -14%
SA
22
Sanctuary Advisors
Indiana
$1.66M 79,958 +24,485 +44%
LPL Financial
23
LPL Financial
California
$1.26M 59,666 +7,668 +15%
PCP
24
Proficio Capital Partners
Massachusetts
$1.23M 58,260 +58,260 New
SMA
25
Sage Mountain Advisors
Georgia
$1.01M 47,461 +47,461 New
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