Angel Oak Mortgage-Backed Securities ETF
MBS
30 hedge funds and large institutions have $174M 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 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 27 → 30 (+3)
10% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 10
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $175M → $174M (-$968K)
0.94% less ownership
Funds ownership: 97.65% → 96.71% (-0.94%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$2.18M |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$1.66M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$968K |
| 4 |
LPL Financial
San Diego,
California
|
+$509K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$5.4M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$552K |
| 3 |
Jane Street
New York
|
-$405K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$233K |
| 5 |
PP
Patten & Patten
Chattanooga,
Tennessee
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $53.3K | +$53K | +6,175 | New |
|
|
FFA
27
Farther Finance Advisors
San Francisco,
California
| $35.3K | +$35.1K | +4,086 | New |
|
|
AF
28
Allworth Financial
Folsom,
California
| $18.1K | +$18K | +2,096 | New |
|
29
Wells Fargo
San Francisco,
California
| $6.81K | – | – | – |
|
30
Morgan Stanley
New York
| $2.63K | +$2.5K | +291 | +2,079% |
|
|
CAM
31
Cresset Asset Management
Chicago,
Illinois
| – | -$552K | -63,295 | Closed |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$16K | -1,815 | Closed |
|
MBS Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q2 2025, worth a combined $174M — down 0.55% from $175M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MBS positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 10 trimmed.
The largest buyer was Gradient Investments, adding an estimated $2.18M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $5.4M.
- 30 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q2 2025, up from 27 in Q1 2025.
- Funds reported $174M of Angel Oak Mortgage-Backed Securities ETF stock for Q2 2025, down 0.55% quarter-over-quarter.
- 5 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q2 2025 and 2 closed out, a net change of +3 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q2 2025 was Gradient Investments, an estimated $2.18M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q2 2025 was Angel Oak Capital Advisors, an estimated $5.4M sold.
Based on aggregated 13F filings for Q2 2025.