Angel Oak Mortgage-Backed Securities ETF
MBS
NASDAQ Global Market- -
USD
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Capital Structure
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Bonds
- Address
- 980 Hammond Drive, Suite 200 Atlanta GA United States of America 30328
- IPO Date
- Feb 21, 2024
- Website
- angeloakcapital.com
- Similar Companies
- Business
- Angel Oak Mortgage-Backed Securities ETF (MBS) is an actively managed exchange-traded fund that provides targeted exposure to residential mortgage-backed securities, primarily investing in both agency and non-agency residential mortgage-backed securities (RMBS) issued by entities such as Federal National Mortgage Association and Federal Home Loan Mortgage Corp; the fund emphasizes investment-grade non-agency RMBS to deliver higher yield potential alongside stable income and price appreciation opportunities. Launched on February 16, 2024, following the conversion of Angel Oak's Total Return Bond mutual fund to ETF format, MBS trades on the Nasdaq exchange with approximately $152 million in assets under management and a net expense ratio of 0.49%; it is managed by a team including Ward Bortz, Namit Sinha, and Clayton Triick under the oversight of Angel Oak Capital Advisors, LLC, headquartered in Atlanta, Georgia. The ETF's portfolio, comprising around 130 holdings, focuses on securitized fixed income products of varying maturities and credit qualities, targeting institutional and individual investors seeking risk-adjusted returns in the broad debt market, particularly asset-backed securities within the U.S. In October 2025, Brookfield Asset Management Ltd. completed the acquisition of a majority stake in Angel Oak Companies, LP, the parent entity of Angel Oak Capital Advisors, marking a significant strategic alliance that enhances distribution capabilities and accelerates growth across Angel Oak's ETF platform, including MBS, without altering day-to-day operations, fees, or investment strategies. Angel Oak Capital Advisors' ETF suite, encompassing MBS alongside products like UltraShort Income ETF and High Yield Opportunities ETF, reached a three-year milestone in November 2025 with combined assets surpassing $2.6 billion, reflecting robust investor demand for active fixed income solutions amid expanding securitized credit opportunities. Angel Oak Capital Advisors, founded in 2008 and specializing in structured credit with over 15 years of mortgage expertise, operates from offices in Atlanta, New York, and Bellevue, serving U.S.-focused markets through a vertically integrated platform.