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Impact Shares NAACP Minority Empowerment ETF

24 hedge funds and large institutions have $13.5M invested in Impact Shares NAACP Minority Empowerment ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$3.73M -$54.1K -1,410 -1%
CA
2
Clearstead Advisors
Ohio
$1.89M +$1.14M +30,097 +154%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.53M +$15K +392 +1%
WA
4
Westfuller Advisors
New York
$1.01M +$1.01M +26,150 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$959K +$363K +9,458 +61%
Wealthfront Advisers
6
Wealthfront Advisers
California
$848K +$78.8K +2,054 +10%
William Blair & Company
7
William Blair & Company
Illinois
$678K -$67K -1,748 -9%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$503K -$142K -3,703 -22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$465K +$465K +12,129 New
Osaic Holdings
10
Osaic Holdings
Arizona
$414K -$3.84K -100 -0.9%
AIP
11
Ameritas Investment Partners
Nebraska
$411K -$1.92K -50 -0.5%
EFN
12
Equita Financial Network
Pennsylvania
$283K -$130K -3,392 -31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$246K -$36.5K -950 -13%
S
14
Syntrinsic
Colorado
$190K
CFGS
15
Concourse Financial Group Securities
Alabama
$186K +$6.27K +163 +3%
BCPWM
16
Bradley & Co Private Wealth Management
Florida
$89K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$24K
GIA
18
GHP Investment Advisors
Colorado
$19.2K
TIM
19
Thompson Investment Management
Wisconsin
$15.1K
AWM
20
Abound Wealth Management
Tennessee
$11.7K
Morgan Stanley
21
Morgan Stanley
New York
$3.5K -$423 -11 -11%
BAM
22
Byrne Asset Management
New Jersey
$3.26K +$959 +25 +42%
ST
23
Smithfield Trust
Pennsylvania
$3K
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$384
GS
25
GTS Securities
New York
-$998K -29,378 Closed