Angel Oak Income ETF (CARY)
Angel Oak Income ETF $CARY Shares Bought by Bay Colony Advisory Group Inc d b a Bay Colony Advisors
Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its holdings in shares of Angel Oak Income ETF (NASDAQ: CARY) by 100.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 51,747 shares of the company's stock
CARY: Watch Out For The Expense Ratio (Rating Downgrade)
Angel Oak Income ETF has delivered a stable, well-defined uptrend and outperformed peers since April 2025. CARY's portfolio remains MBS-heavy, but risk has increased with below-investment-grade exposure rising from 30% to 38%. The expense ratio has risen from 0.79% to 0.99% after a fee waiver expired, now nearly double the peer median.
Three Reasons CARY Is One Of The Best High-Quality Bond ETFs
The Angel Oak Income ETF focuses on high-quality, shorter-term MBS, with sizable investments in a couple other bond sub-asset classes. CARY's investment thesis is quite strong and balanced, with the fund offering investors an above-average 6.1% yield, above-average returns since inception, and below-average realized volatility. The main disadvantage is its 0.79% expense ratio, but the fund has more than earned its fees in the past.
Flow Traders U.S. LLC Buys Shares of 27,856 Angel Oak Income ETF $CARY
Flow Traders U.S. LLC bought a new stake in Angel Oak Income ETF (NASDAQ: CARY) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 27,856 shares of the company's stock, valued at approximately $579,000. Flow Traders U.S.
Advocacy Wealth Management Services LLC Buys 140,275 Shares of Angel Oak Income ETF $CARY
Advocacy Wealth Management Services LLC increased its stake in Angel Oak Income ETF (NASDAQ: CARY) by 7.3% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,058,325 shares of the company's stock after acquiring an additional 140,275 shares during the period. Angel Oak Income ETF
CARY: 2 Tailwinds
Angel Oak Income ETF is well-positioned to benefit from a Fed rate-cutting cycle, focusing on mortgages and structured credit with solid fundamentals. CARY targets intermediate-term bonds, offering exposure to segments with depressed valuations and strong credit quality, especially as spreads normalize post-tightening. Active management enables CARY to quickly adjust duration and credit quality, capturing opportunities in securitized credit while mitigating interest-rate and credit risks.
CARY: Make Money While Equities Wobble
The Angel Oak Income ETF focuses on generating high interest income from a portfolio of Agency and Non-Agency MBS bonds. CARY's performance is driven by interest income and has shown resilience against interest rate fluctuations, outperforming peers with an 8.8% total return in the past year. The fund's portfolio is heavily weighted towards RMBS, with most holdings being investment grade, making interest rates the primary risk factor.
CARY: Broad Bond ETF, Above-Average Dividend Yield, Below-Average Risk And Volatility
CARY holds a diversified portfolio of bonds, focusing on short-term investment-grade securities, mainly MBS. The fund's active management strategy, including overweighting MBS, has led to higher returns and outperformance compared to its benchmark and most bonds. CARY sports an above-average 5.0% yield, below-average risk and volatility, and has outperformed most peers since inception.
CARY: High Yield And Quite Low Risk, But CLO ETFs Look Better
The Angel Oak Income ETF is an actively managed high-yield fund, primarily investing in mortgage-backed securities, collateralized obligations, and asset-backed securities. CARY has a low-risk profile for a high-yield fund, based on credit risk and historical volatility. CARY outperforms the total US bond market and a high-yield bond benchmark in risk-adjusted performance but lags three CLO ETFs.
Top Dividend ETFs For 2025
On Seeking Alpha, I focus on dividend ETFs targeted towards income investors and retirees. Of these, six currently stand out for their comparatively high yields, strong overall risk-return profile. ETFs vary in risk, from similar to cash, to leveraged high-yield bonds and loans.
3 Strong Income ETFs, Yields 6.2% - 8.3%
CARY, CLOZ, and CEFS are three of the strongest income ETFs in the market right now. CARY's diversified, high-quality portfolio is perfect for more risk-averse investors. It has a solid 6.2% yield, and outstanding risk-returns. CEFS is much more aggressive, offering a good 7.8% yield, and strong returns. It is riskier than most.
CARY: Strong Investment-Grade Bond ETF, Above-Average 6.2% Yield, Outstanding Risk-Adjusted Returns
CARY holds a diversified portfolio of bonds, focusing on short-term investment-grade securities, mainly MBS. The fund's active management strategy, including overweighting MBS, has led to higher returns and outperformance compared to its benchmark and most bonds. CARY sports an above-average 6.2% yield, below-average risk and volatility, and has outperformed most peers since inception.
CARY: MBS Fund From Angel Oak, 6.4% Yield
Angel Oak Income ETF offers investors exposure to mortgage-backed securities (MBS) with a focus on both agency and non-agency bonds. The fund benefits from a duration of 4.3 years, making it well-positioned to capitalize on declining interest rates. While CARY has delivered strong performance, investors should be aware of interest rate and liquidity risks.
CARY: Promising Performance Potential
Angel Oak Income ETF is an actively managed fund that focuses on credit risk in the fixed income markets. The CARY fund has a diversified portfolio with a mix of holdings and a relatively low duration, making it less volatile. CARY outperforms the Vanguard Total Bond Market Index Fund ETF and offers a promising income play with a 30-Day SEC Yield of 6.03%.
CARY: Strong Investment-Grade ETF, Above-Average 6.2% Yield And Performance
CARY is a lesser-known income ETF that primarily invests in short-term investment-grade bonds. CARY offers a diversified portfolio, a high dividend yield of 6.4%, and a strong track record of performance. The fund yields more than its peers, with stronger total returns as well.
Angel Oak Capital Advisors Continues Success With ETF Platform as Angel Oak Income ETF Crosses $100 Million in Assets Under Management
ATLANTA--(BUSINESS WIRE)---- $CARY--Angel Oak Capital Advisors announces the Angel Oak Income ETF (NYSE: CARY) has crossed $100 million in assets under management.
Angel Oak Capital Advisors' UltraShort Income ETF Surpasses $100M in Assets in One Year, Sets Stage for ETF Platform Growth in 2024
ATLANTA--(BUSINESS WIRE)---- $CARY #ETF--Angel Oak Capital's UYLD ETF crosses $100 million in one year as firm prepares to expand ETF platform to deliver more structured-credit-driven funds.
Angel Oak Launches Income ETF Focused on Residential Mortgage Credit
Value-driven structured credit investment firm Angel Oak Capital Advisors has launched its second actively managed exchange-traded fund. The Angel Oak Income ETF (NYSE Arca: CARY), which trades on the New York Stock Exchange, provides investors with the opportunity to invest primarily across U.S. structured credit with a strong bias toward residential mortgage credit.