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Angel Oak Mortgage-Backed Securities ETF

25 hedge funds and large institutions have $133M invested in Angel Oak Mortgage-Backed Securities ETF in 2025 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

2% more capital invested

Capital invested by funds: $131M → $133M (+$2.47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less ownership

Funds ownership: 86.25%85.25% (-1%)

11% less funds holding

Funds holding: 2825 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.3%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
13
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$61.3M +$463K +52,792 +0.8%
NW
2
NewEdge Wealth
Pennsylvania
$21M +$312K +35,512 +1%
LJAC
3
L.J. Altfest & Co
New York
$14.8M +$436K +49,670 +3%
AOCA
4
Angel Oak Capital Advisors
Georgia
$9.36M -$6.4M -728,932 -41%
NA
5
NewEdge Advisors
Louisiana
$6.73M +$36.2K +4,122 +0.5%
TFA
6
Transamerica Financial Advisors
Florida
$2.71M -$110K -12,558 -4%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.7M +$2.46M +280,162 +1,000%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.62M +$2.43M +276,843 +1,226%
PP
9
Patten & Patten
Tennessee
$2.14M -$28.9K -3,294 -1%
EFG
10
Embree Financial Group
Illinois
$1.34M +$682K +77,642 +103%
UBS Group
11
UBS Group
Switzerland
$1.33M +$1.33M +151,665 New
UAS
12
United Asset Strategies
New York
$1.26M +$395K +45,033 +45%
Vontobel Holding
13
Vontobel Holding
Switzerland
$1.18M
LPL Financial
14
LPL Financial
California
$1.16M +$410K +46,734 +55%
RA
15
RFG Advisory
Alabama
$1.13M +$97.8K +11,142 +9%
BEI
16
Benjamin Edwards Inc
Missouri
$780K +$84K +9,568 +12%
Bank of America
17
Bank of America
North Carolina
$496K
RCM
18
Requisite Capital Management
Texas
$344K
Corient Private Wealth
19
Corient Private Wealth
Florida
$280K +$140K +15,947 +100%
WCG
20
Weaver Consulting Group
California
$271K +$272K +31,000 New
FFB
21
First Financial Bankshares
Texas
$152K
GI
22
Gradient Investments
Minnesota
$97.1K -$49.6K -5,651 -34%
Wells Fargo
23
Wells Fargo
California
$6.9K
Morgan Stanley
24
Morgan Stanley
New York
$3.1K +$430 +49 +16%
TCM
25
Triumph Capital Management
Colorado
$131 +$132 +15 New

MBS Hedge Fund Activity: Q4 2025 in Review

25 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q4 2025, worth a combined $133M — up 1.9% from $131M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MBS and 3 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 13 added.

The largest buyer was MML Investors Services, adding an estimated $2.46M. The largest seller was Angel Oak Capital Advisors, cutting an estimated $6.4M.

  • 25 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q4 2025, down from 28 in Q3 2025.
  • Funds reported $133M of Angel Oak Mortgage-Backed Securities ETF stock for Q4 2025, up 1.9% quarter-over-quarter.
  • 3 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q4 2025 and 6 closed out, a net change of -3 holders.
  • The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q4 2025 was MML Investors Services, an estimated $2.46M added.
  • The largest Angel Oak Mortgage-Backed Securities ETF seller in Q4 2025 was Angel Oak Capital Advisors, an estimated $6.4M sold.

Based on aggregated 13F filings for Q4 2025.