Angel Oak Income ETF
CARY
110 hedge funds and large institutions have $1.11B invested in Angel Oak Income ETF in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 62 increasing their positions, 19 reducing their positions, and 12 closing their positions.
226% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 19
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
35% more capital invested
Capital invested by funds: $818M → $1.11B (+$288M)
8.17% more ownership
Funds ownership: 78.78% → 86.95% (+8.2%)
8% more funds holding
Funds holding: 102 → 110 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$84.1M |
| 2 |
Morgan Stanley
New York
|
+$51.7M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$30.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$23.5M |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.63M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$761K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$598K |
| 5 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$455K |
CARY Hedge Fund Activity: Q2 2026 in Review
110 of the 8,317 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Income ETF (CARY) for Q2 2026, worth a combined $1.11B — up 35% from $818M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CARY positions and 12 closed out — a net gain of 9 holders — while 62 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $84.1M. The largest seller was Arkadios Wealth Advisors, cutting an estimated $14M.
- 110 institutional investors held Angel Oak Income ETF (CARY) as of Q2 2026, up from 102 in Q1 2026.
- Funds reported $1.11B of Angel Oak Income ETF stock for Q2 2026, up 35% quarter-over-quarter.
- 21 funds opened new Angel Oak Income ETF positions in Q2 2026 and 12 closed out, a net change of +9 holders.
- The largest Angel Oak Income ETF buyer in Q2 2026 was Bank of America, an estimated $84.1M added.
- The largest Angel Oak Income ETF seller in Q2 2026 was Arkadios Wealth Advisors, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2026.