OWNS

CCM Affordable Housing MBS ETF

23 hedge funds and large institutions have $56.3M invested in CCM Affordable Housing MBS ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$21.7M
LPL Financial
2
LPL Financial
California
$17.1M
OWM
3
Orgel Wealth Management
Wisconsin
$4.92M
AI
4
Atria Investments
North Carolina
$2.75M
OFS
5
OneAscent Financial Services
Alabama
$2.34M
TWM
6
Tolleson Wealth Management
Texas
$1.25M
OWM
7
OneAscent Wealth Management
Alabama
$1.24M
RP
8
Riverwater Partners
Wisconsin
$1.01M
SA
9
Skyline Advisors
Washington
$606K
FHC
10
First Heartland Consultants
Missouri
$598K
IWC
11
Integrated Wealth Concepts
Massachusetts
$370K
ISFAN
12
Investor's Fiduciary Advisor Network
Washington
$346K
PI
13
PFG Investments
New York
$344K
FAFN
14
First Affirmative Financial Network
Colorado
$342K
RA
15
RFG Advisory
Alabama
$306K
VCP
16
Verus Capital Partners
Arizona
$295K
MFG
17
Merit Financial Group
Georgia
$240K
RWP
18
RWA Wealth Partners
Massachusetts
$226K
DAS
19
Dynamic Advisor Solutions
Arizona
$174K
NA
20
NewEdge Advisors
Louisiana
$66.8K
GWM
21
Geneos Wealth Management
Colorado
$7.76K
NEAM
22
New England Asset Management
Connecticut
$5.22K
GRP
23
Global Retirement Partners
California
$2.97K
WWA
24
WCG Wealth Advisors
Nevada
NI
25
Natural Investments
California