We are live on ! Find out more
MBS icon

Angel Oak Mortgage-Backed Securities ETF
MBS

14 hedge funds and large institutions have $50.8M invested in Angel Oak Mortgage-Backed Securities ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

75% more funds holding

Funds holding: 8 → 14 (+6)

32% more capital invested

Capital invested by funds: $38.5M → $50.8M (+$12.3M)

7.33% more ownership

Funds ownership: 60.09% → 67.41% (+7.3%)

Holders
14
Holders Change
+6
Holders Change %
+75%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$6.2M
2
LJAC
L.J. Altfest & Co
New York
+$1.99M
3
PP
Patten & Patten
Tennessee
+$1.18M
4
FTUS
Flow Traders U.S.
New York
+$431K
5
RCM
Requisite Capital Management
Texas
+$360K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$751K
2
Citadel Advisors
Citadel Advisors
Florida
-$178K
3
MFS
Mattson Financial Services
Michigan
-$10.3K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1
Gradient Investments
Minnesota
$36.8M +$6.2M +709,577 +21%
LJAC
2
L.J. Altfest & Co
New York
$5.01M +$1.99M +227,606 +68%
BFA
3
Brown Financial Advisors
Ohio
$2.74M +$26.3K +3,013 +1%
MFS
4
Mattson Financial Services
Michigan
$2.52M -$10.3K -1,180 -0.4%
PP
5
Patten & Patten
Tennessee
$1.2M +$1.18M +134,850 New
PW
6
Paladin Wealth
Minnesota
$783K +$769K +87,947 New
FTUS
7
Flow Traders U.S.
New York
$439K +$431K +49,271 New
Jane Street
8
Jane Street
New York
$405K -$751K -85,850 -65%
RCM
9
Requisite Capital Management
Texas
$368K +$360K +41,150 New
NA
10
NewEdge Advisors
Louisiana
$179K +$176K +20,100 New
ACM
11
AlphaStar Capital Management
North Carolina
$124K +$121K +13,883 New
RA
12
RFG Advisory
Alabama
$102K +$99.8K +11,410 New
HI
13
Harbour Investments
Wisconsin
$31.1K +$11.4K +1,309 +60%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.9K +$7.8K +892 New
Citadel Advisors
15
Citadel Advisors
Florida
– -$178K -20,954 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
– -$7K -819 Closed

MBS Hedge Fund Activity: Q3 2024 in Review

14 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q3 2024, worth a combined $50.8M — up 32% from $38.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MBS positions and 2 closed out — a net gain of 6 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Gradient Investments, adding an estimated $6.2M. The largest seller was Jane Street, cutting an estimated $751K.

  • 14 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q3 2024, up from 8 in Q2 2024.
  • Funds reported $50.8M of Angel Oak Mortgage-Backed Securities ETF stock for Q3 2024, up 32% quarter-over-quarter.
  • 8 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q3 2024 and 2 closed out, a net change of +6 holders.
  • The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q3 2024 was Gradient Investments, an estimated $6.2M added.
  • The largest Angel Oak Mortgage-Backed Securities ETF seller in Q3 2024 was Jane Street, an estimated $751K sold.

Based on aggregated 13F filings for Q3 2024.