Angel Oak Income ETF
CARY
44 hedge funds and large institutions have $271M invested in Angel Oak Income ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 7 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 7
47% more funds holding
Funds holding: 30 → 44 (+14)
37% more capital invested
Capital invested by funds: $198M → $271M (+$73.3M)
2.93% less ownership
Funds ownership: 94.98% → 92.04% (-2.9%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$23.6M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$15M |
| 3 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
+$5.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.18M |
| 5 |
CW
Channel Wealth
Santa Barbara,
California
|
+$4.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.22M |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$671K |
| 3 |
CGA
Crescent Grove Advisors
Lake Forest,
Illinois
|
-$656K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$551K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$293K |
CARY Hedge Fund Activity: Q3 2024 in Review
44 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q3 2024, worth a combined $271M — up 37% from $198M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new CARY positions and 0 closed out — a net gain of 14 holders — while 21 added to existing stakes and 7 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $23.6M. The largest seller was Axxcess Wealth Management, cutting an estimated $2.22M.
- 44 institutional investors held Angel Oak Income ETF (CARY) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $271M of Angel Oak Income ETF stock for Q3 2024, up 37% quarter-over-quarter.
- 14 funds opened new Angel Oak Income ETF positions in Q3 2024 and 0 closed out, a net change of +14 holders.
- The largest Angel Oak Income ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $23.6M added.
- The largest Angel Oak Income ETF seller in Q3 2024 was Axxcess Wealth Management, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2024.