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Angel Oak Income ETF

54 hedge funds and large institutions have $327M invested in Angel Oak Income ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
30
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
1
Arkadios Wealth Advisors
Georgia
$46.8M +$399K +19,196 +0.9%
AWMS
2
Advocacy Wealth Management Services
Georgia
$39.8M +$2.37M +114,075 +6%
Wells Fargo
3
Wells Fargo
California
$35M +$14.1M +678,599 +67%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$27.2M +$1.18M +56,801 +5%
CW
5
Channel Wealth
California
$25.1M +$478K +23,042 +2%
CWM
6
Congress Wealth Management
Massachusetts
$16.1M +$116K +5,575 +0.7%
UBS Group
7
UBS Group
Switzerland
$14M +$460K +22,165 +3%
TIM
8
Tortoise Investment Management
New York
$12.2M +$402K +19,347 +3%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$11.7M -$370K -17,805 -3%
CGA
10
Crescent Grove Advisors
Illinois
$11.3M +$51.7K +2,481 +0.5%
MW
11
MBL Wealth
North Carolina
$9.72M +$314K +15,142 +3%
LJAC
12
L.J. Altfest & Co
New York
$7.64M +$240K +11,538 +3%
AWM
13
Axxcess Wealth Management
California
$7.14M +$87.5K +4,214 +1%
LC
14
Legacy CG
Texas
$6.59M +$6.59M +317,559 New
Raymond James Financial
15
Raymond James Financial
Florida
$6.3M +$3.19M +153,666 +103%
Stifel Financial
16
Stifel Financial
Missouri
$5.99M +$2.18M +105,157 +57%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.64M +$1.11M +53,640 +32%
LPL Financial
18
LPL Financial
California
$4.55M +$430K +20,731 +10%
PWS
19
Precision Wealth Strategies
Missouri
$4.11M -$7.68K -370 -0.2%
HT
20
Heritage Trust
Oklahoma
$3.2M -$558K -26,875 -15%
OC
21
Oppenheimer & Co
New York
$2.74M +$128K +6,183 +5%
BAM
22
Belpointe Asset Management
Nevada
$2.42M +$2.42M +116,624 New
MMM
23
Mendel Money Management
Illinois
$2.38M +$4.94K +238 +0.2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.02M +$769K +37,058 +61%
CFA
25
Camarda Financial Advisors
Florida
$1.98M +$66.2K +3,189 +3%