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OWNS

CCM Affordable Housing MBS ETF
OWNS

25 hedge funds and large institutions have $51.3M invested in CCM Affordable Housing MBS ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

7.17% less ownership

Funds ownership: 58.23% → 51.06% (-7.2%)

7% less funds holding

Funds holding: 27 → 25 (-2)

21% less capital invested

Capital invested by funds: $65.1M → $51.3M (-$13.7M)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NI
Natural Investments
California
+$1.6M
2
OFS
OneAscent Financial Services
Alabama
+$1.52M
3
Goldman Sachs
Goldman Sachs
New York
+$880K
4
SA
Skyline Advisors
Washington
+$406K
5
OWM
OneAscent Wealth Management
Alabama
+$243K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$16M
2
TFP
TrueWealth Financial Partners
Washington
-$826K
3
Jane Street
Jane Street
New York
-$447K
4
VCP
Verus Capital Partners
Arizona
-$297K
5
RWP
RWA Wealth Partners
Massachusetts
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
A
1
Allianz
Germany
$21.7M – – –
OFS
2
OneAscent Financial Services
Alabama
$8.71M +$1.52M +86,267 +21%
OWM
3
Orgel Wealth Management
Wisconsin
$4.97M -$23.8K -1,355 -0.5%
NI
4
Natural Investments
California
$4.45M +$1.6M +91,204 +55%
LPL Financial
5
LPL Financial
California
$2.37M -$16M -911,023 -87%
OWM
6
OneAscent Wealth Management
Alabama
$1.82M +$243K +13,833 +15%
RP
7
Riverwater Partners
Wisconsin
$1.13M +$111K +6,303 +11%
Goldman Sachs
8
Goldman Sachs
New York
$1.09M +$880K +50,084 +384%
SA
9
Skyline Advisors
Washington
$1.07M +$406K +23,100 +59%
TBF
10
True Blue Financial
Michigan
$791K -$32.3K -1,839 -4%
PI
11
PFG Investments
New York
$478K +$104K +5,930 +27%
RA
12
RFG Advisory
Alabama
$463K +$77.3K +4,398 +20%
IWC
13
Integrated Wealth Concepts
Massachusetts
$382K +$104K +5,899 +37%
ISFAN
14
Investor's Fiduciary Advisor Network
Washington
$364K -$11K -625 -3%
FAFN
15
First Affirmative Financial Network
Colorado
$362K +$367K +20,870 New
MFG
16
Merit Financial Group
Georgia
$332K +$32.9K +1,872 +11%
AI
17
Atria Investments
North Carolina
$329K +$29.1K +1,655 +10%
MAC
18
Mason & Associates (California)
California
$234K +$235K +13,382 New
CFG
19
Compton Financial Group
Maryland
$190K +$791 +45 +0.4%
NA
20
NewEdge Advisors
Louisiana
$68.2K +$791 +45 +1%
UBS Group
21
UBS Group
Switzerland
$30.7K +$28K +1,592 +899%
SAM
22
Smartleaf Asset Management
Massachusetts
$29.2K +$29.5K +1,676 New
MCRM
23
Midway Capital Research & Management
Illinois
$20K +$20.3K +1,155 New
Osaic Holdings
24
Osaic Holdings
Arizona
$4.59K +$4.66K +265 New
BTI
25
Blue Trust Inc
Georgia
$607 +$615 +35 New
1
2

OWNS Hedge Fund Activity: Q1 2026 in Review

25 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q1 2026, worth a combined $51.3M — down 21% from $65.1M a quarter earlier.

Fund positioning in OWNS was balanced in Q1 2026: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was Natural Investments, adding an estimated $1.6M. The largest seller was LPL Financial, cutting an estimated $16M.

  • 25 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q1 2026, down from 27 in Q4 2025.
  • Funds reported $51.3M of CCM Affordable Housing MBS ETF stock for Q1 2026, down 21% quarter-over-quarter.
  • 6 funds opened new CCM Affordable Housing MBS ETF positions in Q1 2026 and 6 closed out, a net change of 0 holders.
  • The largest CCM Affordable Housing MBS ETF buyer in Q1 2026 was Natural Investments, an estimated $1.6M added.
  • The largest CCM Affordable Housing MBS ETF seller in Q1 2026 was LPL Financial, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2026.