Angel Oak Mortgage-Backed Securities ETF
MBS
36 hedge funds and large institutions have $128M invested in Angel Oak Mortgage-Backed Securities ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
44% more funds holding
Funds holding: 25 → 36 (+11)
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)
4% less capital invested
Capital invested by funds: $133M → $128M (-$5.56M)
2.1% less ownership
Funds ownership: 85.25% → 83.15% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$4.5M |
| 2 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$2.6M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$1.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.66M |
| 5 |
JTF
J. Team Financial
Abilene,
Texas
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.4M |
| 2 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$2.95M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$2.67M |
| 4 |
UAS
United Asset Strategies
Garden City,
New York
|
-$270K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
-$171K |
MBS Hedge Fund Activity: Q1 2026 in Review
36 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q1 2026, worth a combined $128M — down 4.2% from $133M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MBS positions and 2 closed out — a net gain of 11 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $4.5M. The largest seller was Osaic Holdings, cutting an estimated $13.4M.
- 36 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q1 2026, up from 25 in Q4 2025.
- Funds reported $128M of Angel Oak Mortgage-Backed Securities ETF stock for Q1 2026, down 4.2% quarter-over-quarter.
- 13 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q1 2026 and 2 closed out, a net change of +11 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q1 2026 was UBS Group, an estimated $4.5M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q1 2026 was Osaic Holdings, an estimated $13.4M sold.
Based on aggregated 13F filings for Q1 2026.