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Angel Oak Mortgage-Backed Securities ETF
MBS

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
11
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Congress Wealth Management
Massachusetts
$57.2M
2
TFA
Transamerica Financial Advisors
Florida
$2.87M
3
LJAC
L.J. Altfest & Co
New York
$7.58M
4
LPL Financial
LPL Financial
California
$9.28M
5
Jane Street
Jane Street
New York
$1.42M

Top Sellers

1
AOCA
Angel Oak Capital Advisors
Georgia
$17.6M
2
GI
Gradient Investments
Minnesota
$38.2M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
BFA
Brown Financial Advisors
Ohio
$2.86M
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$6.85K +$6.85K +789 New
Morgan Stanley
27
Morgan Stanley
New York
$122 – – –
Citadel Advisors
28
Citadel Advisors
Florida
– -$252K -29,551 Closed
UBS Group
29
UBS Group
Switzerland
– -$75K -8,788 Closed
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