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Impact Shares NAACP Minority Empowerment ETF
NACP

Overview Fund Activity

24 hedge funds and large institutions have $10.7M invested in Impact Shares NAACP Minority Empowerment ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-2
Holders Change %
-7.69%
% 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
8
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$571K
2
Wealthfront Advisers
Wealthfront Advisers
California
$681K
3
Osaic Holdings
Osaic Holdings
Arizona
$370K
4
UBS Group
UBS Group
Switzerland
$26.9K
5
William Blair & Company
William Blair & Company
Illinois
$660K

Top Sellers

1
CA
Clearstead Advisors
Ohio
$665K
2
Bessemer Group
Bessemer Group
New Jersey
$0
3
CFGS
Concourse Financial Group Securities
Alabama
$159K
4
AIP
Ameritas Investment Partners
Nebraska
$365K
5
GS
GTS Securities
New York
$998K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$3.35M +$34 +1 +0%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.34M -$5.71K -168 -0.4%
GS
3
GTS Securities
New York
$998K -$16.5K -485 -2%
Wealthfront Advisers
4
Wealthfront Advisers
California
$681K +$44.8K +1,319 +7%
CA
5
Clearstead Advisors
Ohio
$665K -$296K -8,718 -31%
William Blair & Company
6
William Blair & Company
Illinois
$660K +$15.6K +459 +2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$571K +$571K +16,817 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$528K +$7.13K +210 +1%
Osaic Holdings
9
Osaic Holdings
Arizona
$370K +$32.4K +955 +10%
EFN
10
Equita Financial Network
Pennsylvania
$366K -$14.4K -424 -4%
AIP
11
Ameritas Investment Partners
Nebraska
$365K -$23.3K -686 -6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$250K +$12.7K +374 +5%
S
13
Syntrinsic
Colorado
$168K – – –
CFGS
14
Concourse Financial Group Securities
Alabama
$159K -$39.1K -1,150 -20%
BCPWM
15
Bradley & Co Private Wealth Management
Florida
$78.8K – – –
UBS Group
16
UBS Group
Switzerland
$26.9K +$26.8K +789 +39,450%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$21K – – –
GIA
18
GHP Investment Advisors
Colorado
$17K – – –
TIM
19
Thompson Investment Management
Wisconsin
$13.4K – – –
AWM
20
Abound Wealth Management
Tennessee
$10.4K +$68 +2 +0.7%
Morgan Stanley
21
Morgan Stanley
New York
$3.51K -$4.92K -143 -58%
ST
22
Smithfield Trust
Pennsylvania
$3K – – –
BAM
23
Byrne Asset Management
New Jersey
$2.04K – – –
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$340 – – –
Bessemer Group
25
Bessemer Group
New Jersey
– -$51K -1,657 Closed
1
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