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Impact Shares NAACP Minority Empowerment ETF

20 hedge funds and large institutions have $5.93M invested in Impact Shares NAACP Minority Empowerment ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

25% more funds holding

Funds holding: 1620 (+4)

17% more capital invested

Capital invested by funds: $5.08M → $5.93M (+$847K)

0% more ownership

Funds ownership: 15.1%15.1% (+0%)

Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.18M -$9.13K -259 -0.3%
William Blair & Company
2
William Blair & Company
Illinois
$562K +$205K +5,820 +59%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$510K +$102K +2,893 +25%
Wealthfront Advisers
4
Wealthfront Advisers
California
$502K +$157K +4,451 +46%
SSCA
5
South Shore Capital Advisors
Massachusetts
$327K +$10.6K +300 +3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$167K +$144K +4,071 +657%
CA
7
Clearstead Advisors
Ohio
$145K +$143K +4,070 New
CFGS
8
Concourse Financial Group Securities
Alabama
$134K +$31.2K +886 +31%
BCPWM
9
Bradley & Co Private Wealth Management
Florida
$83K
Osaic Holdings
10
Osaic Holdings
Arizona
$83K
UBS Group
11
UBS Group
Switzerland
$67K +$66.1K +1,875 New
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$50K +$49.2K +1,397 New
AIP
13
Ameritas Investment Partners
Nebraska
$49K +$26.8K +760 +124%
HS
14
Horan Securities
United States
$19K +$19.1K +543 New
CA
15
Crewe Advisors
Utah
$18K
Morgan Stanley
16
Morgan Stanley
New York
$17K -$176 -5 -1%
BAM
17
Byrne Asset Management
New Jersey
$9K +$8.81K +250 New
SSC
18
Syverson Strege & Co
Iowa
$5K +$5.22K +148 New
ST
19
Smithfield Trust
Pennsylvania
$3K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$325K -9,946 Closed
Bank of America
21
Bank of America
North Carolina
+$106 +3 New

NACP Hedge Fund Activity: Q4 2021 in Review

20 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q4 2021, worth a combined $5.93M — up 17% from $5.08M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NACP positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was William Blair & Company, adding an estimated $205K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $325K sold.

  • 20 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q4 2021, up from 16 in Q3 2021.
  • Funds reported $5.93M of Impact Shares NAACP Minority Empowerment ETF stock for Q4 2021, up 17% quarter-over-quarter.
  • 7 funds opened new Impact Shares NAACP Minority Empowerment ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q4 2021 was William Blair & Company, an estimated $205K added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q4 2021 was Susquehanna International Group, an estimated $325K sold.

Based on aggregated 13F filings for Q4 2021.