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Angel Oak Mortgage-Backed Securities ETF

31 hedge funds and large institutions have $175M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+4
Holders Change %
+14.81%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1
Congress Wealth Management
Massachusetts
$58.6M +$1.67M +193,917 +3%
GI
2
Gradient Investments
Minnesota
$40.2M +$2.2M +254,437 +6%
NW
3
NewEdge Wealth
Pennsylvania
$19.4M +$973K +112,797 +5%
AOCA
4
Angel Oak Capital Advisors
Georgia
$12.1M -$5.44M -629,790 -31%
LPL Financial
5
LPL Financial
California
$9.74M +$512K +59,308 +6%
LJAC
6
L.J. Altfest & Co
New York
$7.66M +$115K +13,291 +2%
NA
7
NewEdge Advisors
Louisiana
$6.46M +$454K +52,566 +8%
MFS
8
Mattson Financial Services
Michigan
$4.51M +$206K +23,870 +5%
TFA
9
Transamerica Financial Advisors
Florida
$2.8M -$54.5K -6,317 -2%
BFA
10
Brown Financial Advisors
Ohio
$2.77M -$73.4K -8,497 -3%
PP
11
Patten & Patten
Tennessee
$2.19M -$125K -14,445 -5%
PW
12
Paladin Wealth
Minnesota
$1.4M +$174K +20,174 +14%
Vontobel Holding
13
Vontobel Holding
Switzerland
$1.17M
Jane Street
14
Jane Street
New York
$1M -$408K -47,252 -29%
RA
15
RFG Advisory
Alabama
$900K +$270K +31,216 +43%
UAS
16
United Asset Strategies
New York
$810K -$23.4K -2,710 -3%
CAM
17
Cresset Asset Management
Illinois
$547K
BEI
18
Benjamin Edwards Inc
Missouri
$545K +$62K +7,177 +13%
Bank of America
19
Bank of America
North Carolina
$490K
RCM
20
Requisite Capital Management
Texas
$338K -$15.1K -1,750 -4%
AFG
21
Atomi Financial Group
New York
$274K -$101K -11,718 -27%
ASN
22
Advisory Services Network
Georgia
$182K -$7.91K -923 -4%
Corient Private Wealth
23
Corient Private Wealth
Florida
$138K
FTUS
24
Flow Traders U.S.
New York
$134K -$234K -27,189 -64%
OMC
25
Old Mission Capital
Illinois
$129K +$129K +14,930 New