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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.

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

Top Sellers

1
AOCA
Angel Oak Capital Advisors
Georgia
$12.1M
2
Jane Street
Jane Street
New York
$1M
3
FTUS
Flow Traders U.S.
New York
$134K
4
PP
Patten & Patten
Tennessee
$2.19M
5
AFG
Atomi Financial Group
New York
$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$127K +$127K +14,735 New
GRP
27
Global Retirement Partners
California
$53.3K +$53.3K +6,175 New
FFA
28
Farther Finance Advisors
California
$35.3K +$35.3K +4,086 New
AF
29
Allworth Financial
California
$18.1K +$18.1K +2,096 New
Wells Fargo
30
Wells Fargo
California
$6.81K – – –
Morgan Stanley
31
Morgan Stanley
New York
$2.63K +$2.51K +291 +2,079%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
– -$16K -1,815 Closed
1
2