Angel Oak Mortgage-Backed Securities ETF
MBS
8 hedge funds and large institutions have $38.5M invested in Angel Oak Mortgage-Backed Securities ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
2,669% more capital invested
Capital invested by funds: $1.39M → $38.5M (+$37.1M)
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
167% more funds holding
Funds holding: 3 → 8 (+5)
55.72% more ownership
Funds ownership: 4.37% → 60.09% (+56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$28.8M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$1.54M |
| 3 |
Jane Street
New York
|
+$999K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$176K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$18.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
1
Gradient Investments
Arden Hills,
Minnesota
| $29.2M | +$28.8M | +3,430,584 | New |
|
|
LJAC
2
L.J. Altfest & Co
New York
| $2.85M | +$1.54M | +183,770 | +121% |
|
|
BFA
3
Brown Financial Advisors
Milford,
Ohio
| $2.59M | +$2.56M | +305,157 | New |
|
|
MFS
4
Mattson Financial Services
Kentwood,
Michigan
| $2.53M | +$2.5M | +298,021 | New |
|
|
5
Jane Street
New York
| $1.12M | +$999K | +118,936 | +957% |
|
|
6
Citadel Advisors
Miami,
Florida
| $178K | +$176K | +20,954 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $18.6K | +$18.4K | +2,191 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$6.88K | +819 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$8 | -1 | Closed |
|
MBS Hedge Fund Activity: Q2 2024 in Review
8 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q2 2024, worth a combined $38.5M — up 2,669% from $1.39M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MBS positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $28.8M. The largest seller was UBS Group, exiting entirely with an estimated $8 sold.
- 8 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q2 2024, up from 3 in Q1 2024.
- Funds reported $38.5M of Angel Oak Mortgage-Backed Securities ETF stock for Q2 2024, up 2,669% quarter-over-quarter.
- 6 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q2 2024 and 1 closed out, a net change of +5 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q2 2024 was Gradient Investments, an estimated $28.8M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q2 2024 was UBS Group, an estimated $8 sold.
Based on aggregated 13F filings for Q2 2024.