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Angel Oak Mortgage-Backed Securities ETF
MBS

Overview Fund Activity

31 hedge funds and large institutions have $175M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
11
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$40.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$58.6M
3
NW
3
NewEdge Wealth
Pennsylvania
$19.4M
4
LPL Financial
4
LPL Financial
California
$9.74M
5
NA
5
NewEdge Advisors
Louisiana
$6.46M

Top Sellers

1
AOCA
1
Angel Oak Capital Advisors
Georgia
$12.1M
2
Jane Street
2
Jane Street
New York
$1M
3
FTUS
3
Flow Traders U.S.
New York
$134K
4
PP
4
Patten & Patten
Tennessee
$2.19M
5
AFG
5
Atomi Financial Group
New York
$274K
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$58.6M 6,786,466 +193,917 +3%
GI
2
Gradient Investments
Minnesota
$40.2M 4,658,960 +254,437 +6%
NW
3
NewEdge Wealth
Pennsylvania
$19.4M 2,246,518 +112,797 +5%
AOCA
4
Angel Oak Capital Advisors
Georgia
$12.1M 1,396,532 -629,790 -31%
LPL Financial
5
LPL Financial
California
$9.74M 1,128,500 +59,308 +6%
LJAC
6
L.J. Altfest & Co
New York
$7.66M 886,670 +13,291 +2%
NA
7
NewEdge Advisors
Louisiana
$6.46M 748,010 +52,566 +8%
MFS
8
Mattson Financial Services
Michigan
$4.51M 522,484 +23,870 +5%
TFA
9
Transamerica Financial Advisors
Florida
$2.8M 324,712 -6,317 -2%
BFA
10
Brown Financial Advisors
Ohio
$2.77M 321,190 -8,497 -3%
PP
11
Patten & Patten
Tennessee
$2.19M 253,523 -14,445 -5%
PW
12
Paladin Wealth
Minnesota
$1.4M 161,631 +20,174 +14%
Vontobel Holding
13
Vontobel Holding
Switzerland
$1.17M 135,000 – –
Jane Street
14
Jane Street
New York
$1M 116,023 -47,252 -29%
RA
15
RFG Advisory
Alabama
$900K 104,175 +31,216 +43%
UAS
16
United Asset Strategies
New York
$810K 93,750 -2,710 -3%
CAM
17
Cresset Asset Management
Illinois
$547K 63,295 – –
BEI
18
Benjamin Edwards Inc
Missouri
$545K 63,102 +7,177 +13%
Bank of America
19
Bank of America
North Carolina
$490K 56,700 – –
RCM
20
Requisite Capital Management
Texas
$338K 39,150 -1,750 -4%
AFG
21
Atomi Financial Group
New York
$274K 31,740 -11,718 -27%
ASN
22
Advisory Services Network
Georgia
$182K 21,231 -923 -4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$138K 15,947 – –
FTUS
24
Flow Traders U.S.
New York
$134K 15,554 -27,189 -64%
OMC
25
Old Mission Capital
Illinois
$129K 14,930 +14,930 New
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