Angel Oak Mortgage-Backed Securities ETF
MBS
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.
800% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 1
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
119% more capital invested
Capital invested by funds: $50.8M → $111M (+$60.6M)
43% more funds holding
Funds holding: 14 → 20 (+6)
30.94% more ownership
Funds ownership: 67.41% → 98.36% (+31%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$17.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.88M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.35M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$3.82M |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$439K |
| 2 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$124K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$31.1K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.9K |
| 5 |
RCM
Requisite Capital Management
Dallas,
Texas
|
-$2.16K |
MBS Hedge Fund Activity: Q4 2024 in Review
20 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q4 2024, worth a combined $111M — up 119% from $50.8M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MBS positions and 4 closed out — a net gain of 6 holders — while 9 added to existing stakes and 1 trimmed.
The largest buyer was NewEdge Wealth, opening a new position worth an estimated $17.8M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $439K sold.
- 20 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $111M of Angel Oak Mortgage-Backed Securities ETF stock for Q4 2024, up 119% quarter-over-quarter.
- 10 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q4 2024 was NewEdge Wealth, an estimated $17.8M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q4 2024 was Flow Traders U.S., an estimated $439K sold.
Based on aggregated 13F filings for Q4 2024.