Angel Oak Mortgage-Backed Securities ETF
MBS
36 hedge funds and large institutions have $128M invested in Angel Oak Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
44% more funds holding
Funds holding: 25 → 36 (+11)
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $133M → $128M (-$5.56M)
2.1% less ownership
Funds ownership: 85.25% → 83.15% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.5M |
| 2 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$2.6M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$1.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
| 5 |
JTF
J. Team Financial
Abilene,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.4M |
| 2 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$2.95M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.67M |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
-$270K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCM
26
Quantinno Capital Management
New York
| $105K | +$107K | +12,138 | New |
|
|
RWA
27
Reicon Wealth Advisors
Atlanta,
Georgia
| $64.5K | +$65.4K | +7,453 | New |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | +$51.8K | +5,897 | New |
|
|
TFA
29
Transamerica Financial Advisors
St. Petersburg,
Florida
| $50.3K | -$2.67M | -304,034 | -98% |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $33.2K | +$33.7K | +3,835 | New |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9.56K | +$9.69K | +1,104 | New |
|
32
Morgan Stanley
New York
| $3.07K | – | – | – |
|
33
AssetMark Inc
Concord,
California
| $1.54K | +$1.56K | +178 | New |
|
|
QAM
34
Q3 Asset Management
Birmingham,
Michigan
| $659 | +$669K | +76,178 | New |
|
|
AWM
35
AE Wealth Management
Topeka,
Kansas
| $242 | +$246 | +28 | New |
|
|
TCM
36
Triumph Capital Management
Denver,
Colorado
| $131 | – | – | – |
|
|
GI
37
Gradient Investments
Arden Hills,
Minnesota
| – | -$97.1K | -11,101 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$6.9K | -789 | Closed |
|
MBS Hedge Fund Activity: Q1 2026 in Review
36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q1 2026, worth a combined $128M — down 4.2% from $133M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MBS positions and 2 closed out — a net gain of 11 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $4.5M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.
- 36 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q1 2026, up from 25 in Q4 2025.
- Funds reported $128M of Angel Oak Mortgage-Backed Securities ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
- 13 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q1 2026 and 2 closed out, a net change of +11 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q1 2026 was UBS Group, an estimated $4.5M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q1 2026 was Osaic Holdings, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2026.