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Angel Oak Mortgage-Backed Securities ETF

27 hedge funds and large institutions have $175M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
11
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$57.2M 6,592,549 +6,592,549 New
GI
2
Gradient Investments
Minnesota
$38.2M 4,404,523 -176,794 -4%
NW
3
NewEdge Wealth
Pennsylvania
$18.5M 2,133,721 +74,214 +4%
AOCA
4
Angel Oak Capital Advisors
Georgia
$17.6M 2,026,322 -547,560 -21%
LPL Financial
5
LPL Financial
California
$9.28M 1,069,192 +158,850 +17%
LJAC
6
L.J. Altfest & Co
New York
$7.58M 873,379 +300,088 +52%
NA
7
NewEdge Advisors
Louisiana
$6.04M 695,444 +57,820 +9%
MFS
8
Mattson Financial Services
Michigan
$4.33M 498,614 +74,673 +18%
TFA
9
Transamerica Financial Advisors
Florida
$2.87M 331,029 +331,029 New
BFA
10
Brown Financial Advisors
Ohio
$2.86M 329,687 -14,710 -4%
PP
11
Patten & Patten
Tennessee
$2.33M 267,968 +12,330 +5%
Jane Street
12
Jane Street
New York
$1.42M 163,275 +91,395 +127%
PW
13
Paladin Wealth
Minnesota
$1.23M 141,457 +9,443 +7%
Vontobel Holding
14
Vontobel Holding
Switzerland
$1.17M 135,000
UAS
15
United Asset Strategies
New York
$837K 96,460 +477 +0.5%
RA
16
RFG Advisory
Alabama
$633K 72,959 +24,640 +51%
CAM
17
Cresset Asset Management
Illinois
$552K 63,295 +418 +0.7%
Bank of America
18
Bank of America
North Carolina
$492K 56,700
BEI
19
Benjamin Edwards Inc
Missouri
$485K 55,925 +55,925 New
AFG
20
Atomi Financial Group
New York
$377K 43,458 +43,458 New
FTUS
21
Flow Traders U.S.
New York
$371K 42,743 +42,743 New
RCM
22
Requisite Capital Management
Texas
$357K 40,900
ASN
23
Advisory Services Network
Georgia
$192K 22,154 +22,154 New
Corient Private Wealth
24
Corient Private Wealth
Florida
$139K 15,947 +15,947 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$16K 1,815 +1,815 New