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Angel Oak Income ETF

67 hedge funds and large institutions have $434M invested in Angel Oak Income ETF in 2025 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+13
Holders Change %
+24.07%
% of All Funds
0.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
32
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$58.5M +$23.5M +1,128,360 +67%
AWA
2
Arkadios Wealth Advisors
Georgia
$47.7M +$780K +37,512 +2%
Morgan Stanley
3
Morgan Stanley
New York
$45.5M +$44.7M +2,148,748 +5,267%
AWMS
4
Advocacy Wealth Management Services
Georgia
$42.8M +$2.92M +140,275 +7%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$28.6M +$1.34M +64,427 +5%
CW
6
Channel Wealth
California
$21.9M -$3.21M -154,215 -13%
UBS Group
7
UBS Group
Switzerland
$19.6M +$5.5M +264,494 +39%
CWM
8
Congress Wealth Management
Massachusetts
$16.9M +$696K +33,438 +4%
TIM
9
Tortoise Investment Management
New York
$12.5M +$201K +9,685 +2%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$11.6M -$49.9K -2,399 -0.4%
CGA
11
Crescent Grove Advisors
Illinois
$10.8M -$466K -22,387 -4%
MW
12
MBL Wealth
North Carolina
$9.77M +$28.2K +1,358 +0.3%
Raymond James Financial
13
Raymond James Financial
Florida
$8.88M +$2.57M +123,795 +41%
AIM
14
Astor Investment Management
Illinois
$7.98M +$7.98M +383,809 New
AWM
15
Axxcess Wealth Management
California
$7.67M +$516K +24,793 +7%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.45M +$7.45M +358,408 New
LC
17
Legacy CG
Texas
$6.58M -$27.8K -1,335 -0.4%
Stifel Financial
18
Stifel Financial
Missouri
$6.17M +$163K +7,843 +3%
LPL Financial
19
LPL Financial
California
$5.01M +$458K +22,039 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.63M -$9.43K -454 -0.2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.13M +$2.11M +101,252 +104%
PWS
22
Precision Wealth Strategies
Missouri
$3.82M -$298K -14,347 -7%
GWM
23
Greenwich Wealth Management
Connecticut
$3.29M +$2.34M +112,420 +246%
HT
24
Heritage Trust
Oklahoma
$3.2M -$10.3K -494 -0.3%
AI
25
Atria Investments
North Carolina
$3.1M +$2.28M +109,590 +276%