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Angel Oak Income ETF
CARY

91 hedge funds and large institutions have $590M invested in Angel Oak Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

24% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 29

20% more funds holding

Funds holding: 76 → 91 (+15)

6% more capital invested

Capital invested by funds: $558M → $590M (+$31.9M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4.51% less ownership

Funds ownership: 86.06% → 81.55% (-4.5%)

Holders
91
Holders Change
+15
Holders Change %
+19.74%
% of All Funds
1.11%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
36
Reduced
29
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33.4M
2
UBS Group
UBS Group
Switzerland
+$14.1M
3
Raymond James Financial
Raymond James Financial
Florida
+$6.03M
4
AWA
Arkadios Wealth Advisors
Georgia
+$4.76M
5
Wells Fargo
Wells Fargo
California
+$4.29M

Top Sellers

1
AWMS
Advocacy Wealth Management Services
Georgia
-$44.3M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$3.6M
3
OC
Oppenheimer & Co
New York
-$1.41M
4
KAS
Kestra Advisory Services
Texas
-$1.15M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$99.8M +$33.4M +1,593,932 +50%
Wells Fargo
2
Wells Fargo
California
$81.5M +$4.29M +204,673 +6%
AWA
3
Arkadios Wealth Advisors
Georgia
$65.3M +$4.76M +227,114 +8%
UBS Group
4
UBS Group
Switzerland
$45.3M +$14.1M +673,805 +45%
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$29.7M – – –
CW
6
Channel Wealth
California
$24M +$1.5M +71,751 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$22.7M +$1.25M +59,730 +6%
Raymond James Financial
8
Raymond James Financial
Florida
$21.9M +$6.03M +287,858 +38%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.1M -$661K -31,560 -3%
TIM
10
Tortoise Investment Management
New York
$13.5M +$667K +31,839 +5%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$11.5M -$290K -13,853 -2%
CGA
12
Crescent Grove Advisors
Illinois
$11M -$348K -16,632 -3%
MW
13
MBL Wealth
North Carolina
$10.8M +$669K +31,933 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10M -$963K -45,939 -9%
Stifel Financial
15
Stifel Financial
Missouri
$9.05M +$914K +43,625 +11%
GWM
16
Greenwich Wealth Management
Connecticut
$8.14M +$3.47M +165,564 +74%
AWM
17
Axxcess Wealth Management
California
$8.09M +$242K +11,561 +3%
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$7.65M -$3.6M -171,659 -32%
LC
19
Legacy CG
Texas
$7.44M -$121K -5,797 -2%
LPL Financial
20
LPL Financial
California
$6.81M +$761K +36,315 +12%
SAS
21
Sage Advisory Services
Texas
$5.17M -$259K -12,345 -5%
PWS
22
Precision Wealth Strategies
Missouri
$4.44M +$407K +19,427 +10%
HT
23
Heritage Trust
Oklahoma
$3.65M +$387K +18,474 +12%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$3.61M +$3.34M +159,418 +1,126%
AI
25
Atria Investments
North Carolina
$2.61M -$178K -8,511 -6%
1
2 3 4

CARY Hedge Fund Activity: Q4 2025 in Review

91 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q4 2025, worth a combined $590M — up 5.7% from $558M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new CARY positions and 3 closed out — a net gain of 15 holders — while 36 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.4M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $44.3M.

  • 91 institutional investors held Angel Oak Income ETF (CARY) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $590M of Angel Oak Income ETF stock for Q4 2025, up 5.7% quarter-over-quarter.
  • 18 funds opened new Angel Oak Income ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest Angel Oak Income ETF buyer in Q4 2025 was Morgan Stanley, an estimated $33.4M added.
  • The largest Angel Oak Income ETF seller in Q4 2025 was Advocacy Wealth Management Services, an estimated $44.3M sold.

Based on aggregated 13F filings for Q4 2025.