CARY icon

Angel Oak Income ETF
CARY

Overview Fund Activity

51 hedge funds and large institutions have $308M invested in Angel Oak Income ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
26
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$7.34M
2
UBS Group
2
UBS Group
Switzerland
$13.5M
3
Wells Fargo
3
Wells Fargo
California
$20.7M
4
AWA
4
Arkadios Wealth Advisors
Georgia
$46M
5
LPL Financial
5
LPL Financial
California
$4.08M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
AWMS
2
Advocacy Wealth Management Services
Georgia
$37.1M
3
WAM
3
Worth Asset Management
Texas
$251K
4
HNB
4
Huntington National Bank
Ohio
$205K
5
VIP
5
Vista Investment Partners
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
1
Arkadios Wealth Advisors
Georgia
$46M 2,234,474 +203,866 +10%
AWMS
2
Advocacy Wealth Management Services
Georgia
$37.1M 1,803,975 -52,601 -3%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$25.8M 1,253,129 +126,196 +11%
CW
4
Channel Wealth
California
$24.4M 1,184,185 +116,206 +11%
EWM
5
Executive Wealth Management
Michigan
$21.2M 1,030,885 +29,921 +3%
Wells Fargo
6
Wells Fargo
California
$20.7M 1,007,716 +289,870 +40%
CWM
7
Congress Wealth Management
Massachusetts
$15.9M 772,211 +10,750 +1%
UBS Group
8
UBS Group
Switzerland
$13.5M 653,332 +345,310 +112%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$11.9M 579,017 +31,718 +6%
TIM
10
Tortoise Investment Management
New York
$11.7M 570,304 +12,576 +2%
CGA
11
Crescent Grove Advisors
Illinois
$11.3M 541,504 +36,920 +7%
MW
12
MBL Wealth
North Carolina
$9.33M 453,120 +13,767 +3%
LJAC
13
L.J. Altfest & Co
New York
$7.34M 356,614 +356,614 New
AWM
14
Axxcess Wealth Management
California
$6.99M 339,606 +11,867 +4%
PWS
15
Precision Wealth Strategies
Missouri
$4.09M 198,409 +57,718 +41%
LPL Financial
16
LPL Financial
California
$4.08M 198,277 +138,611 +232%
Stifel Financial
17
Stifel Financial
Missouri
$3.78M 183,490 +15,605 +9%
HT
18
Heritage Trust
Oklahoma
$3.73M 181,030 +181,030 New
Osaic Holdings
19
Osaic Holdings
Arizona
$3.5M 169,848 +33,003 +24%
Raymond James Financial
20
Raymond James Financial
Florida
$3.08M 149,697 +149,697 New
OC
21
Oppenheimer & Co
New York
$2.59M 125,865 +3,182 +3%
MMM
22
Mendel Money Management
Illinois
$2.36M 114,474 +26,215 +30%
RC
23
Rareview Capital
Nevada
$1.96M 92,471 +92,471 New
CFA
24
Camarda Financial Advisors
Florida
$1.9M 92,212 +4,574 +5%
SA
25
Sanctuary Advisors
Indiana
$1.72M 83,065 +3,107 +4%
1
2 3