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Impact Shares NAACP Minority Empowerment ETF

26 hedge funds and large institutions have $9.9M invested in Impact Shares NAACP Minority Empowerment ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

18% more funds holding

Funds holding: 2226 (+4)

8% more capital invested

Capital invested by funds: $9.13M → $9.9M (+$774K)

5.88% more ownership

Funds ownership: 20.17%26.05% (+5.9%)

50% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 8

Holders
26
Holders Change
+4
Holders Change %
+18.18%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.05M -$24.7K -771 -0.8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.23M -$58.9K -1,840 -4%
GS
3
GTS Securities
New York
$923K -$213K -6,656 -18%
CA
4
Clearstead Advisors
Ohio
$875K +$822K +25,688 +981%
William Blair & Company
5
William Blair & Company
Illinois
$586K -$50K -1,563 -8%
Wealthfront Advisers
6
Wealthfront Advisers
California
$579K -$13.7K -427 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$474K +$9.76K +305 +2%
JMPWA
8
JP Morgan Private Wealth Advisors
California
$425K -$7.84K -245 -2%
AIP
9
Ameritas Investment Partners
Nebraska
$354K -$9.6K -300 -3%
EFN
10
Equita Financial Network
Pennsylvania
$346K +$359K +11,204 New
Osaic Holdings
11
Osaic Holdings
Arizona
$307K +$17.6K +550 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$216K -$8.83K -276 -4%
CFGS
13
Concourse Financial Group Securities
Alabama
$180K +$5.41K +169 +3%
S
14
Syntrinsic
Colorado
$153K +$158K +4,952 New
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$71.7K
Bessemer Group
16
Bessemer Group
New Jersey
$51K +$53K +1,657 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19K
GIA
18
GHP Investment Advisors
Colorado
$15.6K
CA
19
Crewe Advisors
Utah
$15.5K
TIM
20
Thompson Investment Management
Wisconsin
$12.2K
AWM
21
Abound Wealth Management
Tennessee
$9.41K
Morgan Stanley
22
Morgan Stanley
New York
$7.57K +$7.84K +245 New
BAM
23
Byrne Asset Management
New Jersey
$2K
ST
24
Smithfield Trust
Pennsylvania
$2K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$309

NACP Hedge Fund Activity: Q3 2023 in Review

26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q3 2023, worth a combined $9.9M — up 8.5% from $9.13M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NACP positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 8 trimmed.

The largest buyer was Clearstead Advisors, adding an estimated $822K. The largest seller was GTS Securities, cutting an estimated $213K.

  • 26 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q3 2023, up from 22 in Q2 2023.
  • Funds reported $9.9M of Impact Shares NAACP Minority Empowerment ETF stock for Q3 2023, up 8.5% quarter-over-quarter.
  • 5 funds opened new Impact Shares NAACP Minority Empowerment ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q3 2023 was Clearstead Advisors, an estimated $822K added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q3 2023 was GTS Securities, an estimated $213K sold.

Based on aggregated 13F filings for Q3 2023.