Angel Oak Mortgage-Backed Securities ETF
MBS
27 hedge funds and large institutions have $175M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
57% more capital invested
Capital invested by funds: $111M → $175M (+$63.7M)
35% more funds holding
Funds holding: 20 → 27 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.7% less ownership
Funds ownership: 98.36% → 97.65% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$56.6M |
| 2 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$2.84M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$2.58M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.36M |
| 5 |
Jane Street
New York
|
+$785K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$4.7M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$1.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$252K |
| 4 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$126K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$75K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $6.85K | +$6.78K | +789 | New |
|
27
Morgan Stanley
New York
| $122 | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$252K | -29,551 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$75K | -8,788 | Closed |
|
MBS Hedge Fund Activity: Q1 2025 in Review
27 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q1 2025, worth a combined $175M — up 57% from $111M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MBS positions and 2 closed out — a net gain of 7 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $56.6M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $4.7M.
- 27 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q1 2025, up from 20 in Q4 2024.
- Funds reported $175M of Angel Oak Mortgage-Backed Securities ETF stock for Q1 2025, up 57% quarter-over-quarter.
- 9 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q1 2025 and 2 closed out, a net change of +7 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q1 2025 was Congress Wealth Management, an estimated $56.6M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q1 2025 was Angel Oak Capital Advisors, an estimated $4.7M sold.
Based on aggregated 13F filings for Q1 2025.