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Angel Oak Mortgage-Backed Securities ETF
MBS

Overview Fund Activity

20 hedge funds and large institutions have $111M invested in Angel Oak Mortgage-Backed Securities ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
10
Increased
9
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$17.6M
2
LPL Financial
2
LPL Financial
California
$7.77M
3
NA
3
NewEdge Advisors
Louisiana
$5.44M
4
GI
4
Gradient Investments
Minnesota
$39.1M
5
Vontobel Holding
5
Vontobel Holding
Switzerland
$1.15M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
ACM
2
AlphaStar Capital Management
North Carolina
$0
3
HI
3
Harbour Investments
Wisconsin
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$0
5
RCM
5
Requisite Capital Management
Texas
$350K
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$39.1M 4,581,317 +441,156 +11%
AOCA
2
Angel Oak Capital Advisors
Georgia
$22M 2,573,882 +2,573,882 New
NW
3
NewEdge Wealth
Pennsylvania
$17.6M 2,059,507 +2,059,507 New
LPL Financial
4
LPL Financial
California
$7.77M 910,342 +910,342 New
NA
5
NewEdge Advisors
Louisiana
$5.44M 637,624 +617,524 +3,072%
LJAC
6
L.J. Altfest & Co
New York
$4.89M 573,291 +10,190 +2%
MFS
7
Mattson Financial Services
Michigan
$3.77M 423,941 +127,100 +43%
BFA
8
Brown Financial Advisors
Ohio
$2.94M 344,397 +36,227 +12%
PP
9
Patten & Patten
Tennessee
$2.18M 255,638 +120,788 +90%
Vontobel Holding
10
Vontobel Holding
Switzerland
$1.15M 135,000 +135,000 New
PW
11
Paladin Wealth
Minnesota
$1.13M 132,014 +44,067 +50%
UAS
12
United Asset Strategies
New York
$819K 95,983 +95,983 New
Jane Street
13
Jane Street
New York
$613K 71,880 +26,372 +58%
CAM
14
Cresset Asset Management
Illinois
$539K 62,877 +62,877 New
Bank of America
15
Bank of America
North Carolina
$484K 56,700 +56,700 New
RA
16
RFG Advisory
Alabama
$412K 48,319 +36,909 +323%
RCM
17
Requisite Capital Management
Texas
$350K 40,900 -250 -0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$252K 29,551 +29,551 New
UBS Group
19
UBS Group
Switzerland
$75K 8,788 +8,788 New
Morgan Stanley
20
Morgan Stanley
New York
$119 14 +14 New
FTUS
21
Flow Traders U.S.
New York
– – -49,271 Closed
ACM
22
AlphaStar Capital Management
North Carolina
– – -13,883 Closed
HI
23
Harbour Investments
Wisconsin
– – -3,500 Closed
Osaic Holdings
24
Osaic Holdings
Arizona
– – -892 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –