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Impact Shares NAACP Minority Empowerment ETF

22 hedge funds and large institutions have $9.13M invested in Impact Shares NAACP Minority Empowerment ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $7.13M → $9.13M (+$2M)

2.14% more ownership

Funds ownership: 18.03%20.17% (+2.1%)

4% less funds holding

Funds holding: 2322 (-1)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
9
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
$3.15M -$45.1K -1,514 -1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.31M +$4.35K +146 +0.4%
GS
3
GTS Securities
New York
$1.16M +$1.09M +36,519 New
William Blair & Company
4
William Blair & Company
Illinois
$650K -$28.5K -956 -4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$607K -$28.6K -960 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$476K -$7.87K -264 -2%
JMPWA
7
JP Morgan Private Wealth Advisors
California
$443K +$14.3K +480 +4%
AIP
8
Ameritas Investment Partners
Nebraska
$372K -$8.53K -286 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$297K +$125K +4,201 +81%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$230K -$3.07K -103 -1%
CFGS
11
Concourse Financial Group Securities
Alabama
$179K -$388 -13 -0.2%
CA
12
Clearstead Advisors
Ohio
$82.9K
BCPWM
13
Bradley & Co Private Wealth Management
Florida
$73.4K
HS
14
Horan Securities
United States
$21.8K +$60 +2 +0.3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$20K
GIA
16
GHP Investment Advisors
Colorado
$16K -$9.21K -309 -38%
CA
17
Crewe Advisors
Utah
$15.8K
TIM
18
Thompson Investment Management
Wisconsin
$12.5K -$2.56K -86 -18%
AWM
19
Abound Wealth Management
Tennessee
$9.61K +$60 +2 +0.7%
BAM
20
Byrne Asset Management
New Jersey
$2K
ST
21
Smithfield Trust
Pennsylvania
$2K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$316
AAS
23
Ameritas Advisory Services
Nebraska
-$14.5K -499 Closed
SSC
24
Syverson Strege & Co
Iowa
-$9.05K -311 Closed

NACP Hedge Fund Activity: Q2 2023 in Review

22 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q2 2023, worth a combined $9.13M — up 28% from $7.13M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of NACP and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.

The largest buyer was Osaic Holdings, adding an estimated $125K. The largest seller was Betterment LLC, cutting an estimated $45.1K.

  • 22 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $9.13M of Impact Shares NAACP Minority Empowerment ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 1 fund opened new Impact Shares NAACP Minority Empowerment ETF positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q2 2023 was Osaic Holdings, an estimated $125K added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q2 2023 was Betterment LLC, an estimated $45.1K sold.

Based on aggregated 13F filings for Q2 2023.