Angel Oak Mortgage-Backed Securities ETF
MBS
25 hedge funds and large institutions have $133M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.
225% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 4
2% more capital invested
Capital invested by funds: $131M → $133M (+$2.47M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less ownership
Funds ownership: 86.25% → 85.25% (-1%)
11% less funds holding
Funds holding: 28 → 25 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.46M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.33M |
| 4 |
EFG
Embree Financial Group
Chicago,
Illinois
|
+$682K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$463K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$6.4M |
| 2 |
Jane Street
New York
|
-$281K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$183K |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$110K |
| 5 |
AFG
Atomi Financial Group
New York
|
-$93.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$281K | -32,177 | Closed |
|
|
FTUS
27
Flow Traders U.S.
New York
| – | -$183K | -21,029 | Closed |
|
|
AFG
28
Atomi Financial Group
New York
| – | -$93.9K | -10,762 | Closed |
|
29
Citadel Advisors
Miami,
Florida
| – | -$90.6K | -10,387 | Closed |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| – | -$54.6K | -6,262 | Closed |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| – | -$31.1K | -3,568 | Closed |
|
MBS Hedge Fund Activity: Q4 2025 in Review
25 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q4 2025, worth a combined $133M — up 1.9% from $131M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MBS and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 13 added.
The largest buyer was MML Investors Services, adding an estimated $2.46M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $6.4M.
- 25 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q4 2025, down from 28 in Q3 2025.
- Funds reported $133M of Angel Oak Mortgage-Backed Securities ETF stock for Q4 2025, up 1.9% quarter-over-quarter.
- 3 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q4 2025 and 6 closed out, a net change of -3 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q4 2025 was MML Investors Services, an estimated $2.46M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q4 2025 was Angel Oak Capital Advisors, an estimated $6.4M sold.
Based on aggregated 13F filings for Q4 2025.