Angel Oak Mortgage-Backed Securities ETF
MBS
38 hedge funds and large institutions have $124M invested in Angel Oak Mortgage-Backed Securities ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
6% more funds holding
Funds holding: 36 → 38 (+2)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0.15% more ownership
Funds ownership: 83.15% → 83.31% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $128M → $124M (-$4.52M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
+$4.35M |
| 2 |
Goldman Sachs
New York
|
+$1.55M |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$1.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$922K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$914K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$4.35M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$3.57M |
| 3 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$3.12M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.68M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.49M |
MBS Hedge Fund Activity: Q2 2026 in Review
38 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Angel Oak Mortgage-Backed Securities ETF (MBS) for Q2 2026, worth a combined $124M — down 3.5% from $128M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MBS positions and 5 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Goldstone Financial Group, adding an estimated $4.35M. The largest seller was L.J. Altfest & Co, cutting an estimated $4.35M.
- 38 institutional investors held Angel Oak Mortgage-Backed Securities ETF (MBS) as of Q2 2026, up from 36 in Q1 2026.
- Funds reported $124M of Angel Oak Mortgage-Backed Securities ETF stock for Q2 2026, down 3.5% quarter-over-quarter.
- 8 funds opened new Angel Oak Mortgage-Backed Securities ETF positions in Q2 2026 and 5 closed out, a net change of +3 holders.
- The largest Angel Oak Mortgage-Backed Securities ETF buyer in Q2 2026 was Goldstone Financial Group, an estimated $4.35M added.
- The largest Angel Oak Mortgage-Backed Securities ETF seller in Q2 2026 was L.J. Altfest & Co, an estimated $4.35M sold.
Based on aggregated 13F filings for Q2 2026.