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Impact Shares NAACP Minority Empowerment ETF

28 hedge funds and large institutions have $19.4M invested in Impact Shares NAACP Minority Empowerment ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

52% more capital invested

Capital invested by funds: $12.7M → $19.4M (+$6.66M)

22% more funds holding

Funds holding: 2328 (+5)

1.59% less ownership

Funds ownership: 37.25%35.66% (-1.6%)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Clearstead Advisors
Ohio
$5.49M +$3.59M +84,939 +172%
Betterment LLC
2
Betterment LLC
New York
$4.13M +$27.3K +646 +0.6%
GT
3
Greenleaf Trust
Michigan
$1.48M +$1.53M +36,250 New
RF
4
Rossby Financial
Florida
$1.46M +$1.51M +35,709 New
WA
5
Westfuller Advisors
New York
$1.07M
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.01M +$26.7K +633 +3%
GS
7
GTS Securities
New York
$878K +$357K +8,446 +65%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$755K -$5.07K -120 -0.6%
William Blair & Company
9
William Blair & Company
Illinois
$675K +$3.85K +91 +0.6%
Osaic Holdings
10
Osaic Holdings
Arizona
$519K -$42.3K -1,001 -7%
AIP
11
Ameritas Investment Partners
Nebraska
$430K -$1.94K -46 -0.4%
SA
12
Sincerus Advisory
New York
$318K +$328K +7,771 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$276K +$12K +285 +4%
EFN
14
Equita Financial Network
Pennsylvania
$237K -$42 -1 -0%
IAS
15
IMA Advisory Services
Colorado
$202K +$209K +4,952 New
CFGS
16
Concourse Financial Group Securities
Alabama
$189K -$11.4K -271 -6%
FHA
17
First Horizon Advisors
Tennessee
$96.4K
BCPWM
18
Bradley & Co Private Wealth Management
Florida
$94.8K +$98K +2,320 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K
TIM
20
Thompson Investment Management
Wisconsin
$16.1K
GIA
21
GHP Investment Advisors
Colorado
$14.5K -$6.17K -146 -29%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$12.9K +$13.3K +316 New
AWM
23
Abound Wealth Management
Tennessee
$12.5K
BAM
24
Byrne Asset Management
New Jersey
$3.48K
ST
25
Smithfield Trust
Pennsylvania
$3K

NACP Hedge Fund Activity: Q4 2024 in Review

28 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Impact Shares NAACP Minority Empowerment ETF (NACP) for Q4 2024, worth a combined $19.4M — up 52% from $12.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NACP positions and 2 closed out — a net gain of 6 holders — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Clearstead Advisors, adding an estimated $3.59M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $389K sold.

  • 28 institutional investors held Impact Shares NAACP Minority Empowerment ETF (NACP) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $19.4M of Impact Shares NAACP Minority Empowerment ETF stock for Q4 2024, up 52% quarter-over-quarter.
  • 8 funds opened new Impact Shares NAACP Minority Empowerment ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
  • The largest Impact Shares NAACP Minority Empowerment ETF buyer in Q4 2024 was Clearstead Advisors, an estimated $3.59M added.
  • The largest Impact Shares NAACP Minority Empowerment ETF seller in Q4 2024 was Cambridge Investment Research Advisors, an estimated $389K sold.

Based on aggregated 13F filings for Q4 2024.