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Impact Shares NAACP Minority Empowerment ETF

21 hedge funds and large institutions have $7.82M invested in Impact Shares NAACP Minority Empowerment ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 1

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $5.93M → $7.82M (+$1.89M)

5% more funds holding

Funds holding: 2021 (+1)

3.54% more ownership

Funds ownership: 15.1%18.65% (+3.5%)

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.19M +$203K +6,136 +7%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.24M +$1.22M +36,925 New
William Blair & Company
3
William Blair & Company
Illinois
$600K +$71.2K +2,149 +14%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$574K +$568K +17,126 New
Wealthfront Advisers
5
Wealthfront Advisers
California
$557K +$84.6K +2,553 +18%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$487K +$7.56K +228 +2%
SSCA
7
South Shore Capital Advisors
Massachusetts
$317K +$9.94K +300 +3%
AIP
8
Ameritas Investment Partners
Nebraska
$259K +$211K +6,356 +462%
CA
9
Clearstead Advisors
Ohio
$136K
CFGS
10
Concourse Financial Group Securities
Alabama
$130K +$4.04K +122 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$122K +$43.4K +1,308 +56%
BCPWM
12
Bradley & Co Private Wealth Management
Florida
$78K
GIA
13
GHP Investment Advisors
Colorado
$27K +$26.8K +810 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$21K -$135K -4,071 -87%
HS
15
Horan Securities
United States
$21K +$2.35K +71 +13%
CA
16
Crewe Advisors
Utah
$17K
Morgan Stanley
17
Morgan Stanley
New York
$16K
SSC
18
Syverson Strege & Co
Iowa
$10K +$5K +151 +102%
BAM
19
Byrne Asset Management
New Jersey
$8K
ST
20
Smithfield Trust
Pennsylvania
$3K
SSB
21
Sandy Spring Bank
Maryland
$2K +$2.15K +65 New
UBS Group
22
UBS Group
Switzerland
-$67K -1,875 Closed
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
-$50K -1,397 Closed

NACP Hedge Fund Activity: Q1 2022 in Review

21 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q1 2022, worth a combined $7.82M — up 32% from $5.93M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NACP positions and 3 closed out — a net gain of 1 holder — while 10 added to existing stakes and 1 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $1.22M. The largest seller was Royal Bank of Canada, cutting an estimated $135K.

  • 21 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q1 2022, up from 20 in Q4 2021.
  • Funds reported $7.82M of Impact Shares NAACP Minority Empowerment ETF stock for Q1 2022, up 32% quarter-over-quarter.
  • 4 funds opened new Impact Shares NAACP Minority Empowerment ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q1 2022 was Cambridge Investment Research Advisors, an estimated $1.22M added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q1 2022 was Royal Bank of Canada, an estimated $135K sold.

Based on aggregated 13F filings for Q1 2022.