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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

27% more capital invested

Capital invested by funds: $10.7M → $13.5M (+$2.86M)

5.16% more ownership

Funds ownership: 25.5%30.66% (+5.2%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

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
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$3.73M -$51K -1,410 -1%
CA
2
Clearstead Advisors
Ohio
$1.89M +$1.09M +30,097 +154%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.53M +$14.2K +392 +1%
WA
4
Westfuller Advisors
New York
$1.01M +$946K +26,150 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$959K +$342K +9,458 +61%
Wealthfront Advisers
6
Wealthfront Advisers
California
$848K +$74.3K +2,054 +10%
William Blair & Company
7
William Blair & Company
Illinois
$678K -$63.3K -1,748 -9%
JP Morgan Chase
8
JP Morgan Chase
New York
$503K -$134K -3,703 -22%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$465K +$439K +12,129 New
Osaic Holdings
10
Osaic Holdings
Arizona
$414K -$3.62K -100 -0.9%
AIP
11
Ameritas Investment Partners
Nebraska
$411K -$1.81K -50 -0.5%
EFN
12
Equita Financial Network
Pennsylvania
$283K -$123K -3,392 -31%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$246K -$34.4K -950 -13%
S
14
Syntrinsic
Colorado
$190K
CFGS
15
Concourse Financial Group Securities
Alabama
$186K +$5.9K +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 -$398 -11 -11%
BAM
22
Byrne Asset Management
New Jersey
$3.26K +$905 +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

NACP Hedge Fund Activity: Q1 2024 in Review

24 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q1 2024, worth a combined $13.5M — up 27% from $10.7M a quarter earlier.

Fund positioning in NACP was balanced in Q1 2024: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was Clearstead Advisors, adding an estimated $1.09M. The largest seller was GTS Securities, exiting entirely with an estimated $998K sold.

  • 24 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $13.5M of Impact Shares NAACP Minority Empowerment ETF stock for Q1 2024, up 27% quarter-over-quarter.
  • 2 funds opened new Impact Shares NAACP Minority Empowerment ETF positions in Q1 2024 and 2 closed out, a net change of 0 holders.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q1 2024 was Clearstead Advisors, an estimated $1.09M added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q1 2024 was GTS Securities, an estimated $998K sold.

Based on aggregated 13F filings for Q1 2024.