Angel Oak Mortgage-Backed Securities ETF
MBS
28 hedge funds and large institutions have $131M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 30 → 28 (-2)
10.46% less ownership
Funds ownership: 96.71% → 86.25% (-10%)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
25% less capital invested
Capital invested by funds: $174M → $131M (-$43.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$60.2M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$6.51M |
| 3 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
+$3.49M |
| 4 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$1.05M |
| 5 |
EFG
Embree Financial Group
Chicago,
Illinois
|
+$652K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$40.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$9.03M |
| 3 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$4.51M |
| 4 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$2.77M |
| 5 |
PW
Paladin Wealth
Arden Hills,
Minnesota
|
-$1.4M |
MBS Hedge Fund Activity: Q3 2025 in Review
28 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q3 2025, worth a combined $131M — down 25% from $174M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MBS and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $60.2M. The largest seller was Gradient Investments, cutting an estimated $40.2M.
- 28 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q3 2025, down from 30 in Q2 2025.
- Funds reported $131M of Angel Oak Mortgage-Backed Securities ETF stock for Q3 2025, down 25% quarter-over-quarter.
- 5 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q3 2025 and 6 closed out, a net change of -1 holder.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q3 2025 was Osaic Holdings, an estimated $60.2M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q3 2025 was Gradient Investments, an estimated $40.2M sold.
Based on aggregated 13F filings for Q3 2025.