OWNS

CCM Affordable Housing MBS ETF

29 hedge funds and large institutions have $60.8M invested in CCM Affordable Housing MBS ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21.4M 1,248,751
LPL Financial
2
LPL Financial
California
$16.2M 945,950 +24,833 +3%
OWM
3
Orgel Wealth Management
Wisconsin
$4.64M 270,765 +227,953 +532%
OFS
4
OneAscent Financial Services
Alabama
$4.54M 264,932 -4,228 -2%
WWA
5
WCG Wealth Advisors
Nevada
$2.24M 130,926 -211,511 -62%
AI
6
Atria Investments
North Carolina
$2.11M 123,169 -21,432 -15%
NI
7
Natural Investments
California
$1.94M 112,989 +23,104 +26%
TWM
8
Tolleson Wealth Management
Texas
$1.22M 70,676
RP
9
Riverwater Partners
Wisconsin
$1.01M 58,751 +20,428 +53%
OWM
10
OneAscent Wealth Management
Alabama
$609K 35,578 +21,594 +154%
FHC
11
First Heartland Consultants
Missouri
$570K 33,273 +8,977 +37%
SA
12
Skyline Advisors
Washington
$570K 33,267 +4,940 +17%
EI
13
Ethic Inc
New York
$435K 25,227 -47,560 -65%
AWP
14
Abacus Wealth Partners
California
$432K 25,227 -47,560 -65%
FTUS
15
Flow Traders U.S.
New York
$381K 22,249 +22,249 New
ISFAN
16
Investor's Fiduciary Advisor Network
Washington
$345K 20,195 +11 +0.1%
PI
17
PFG Investments
New York
$330K 19,278 +2,707 +16%
IWC
18
Integrated Wealth Concepts
Massachusetts
$314K 18,320 +4,123 +29%
RWP
19
RWA Wealth Partners
Massachusetts
$278K 16,211 -212,947 -93%
RA
20
RFG Advisory
Alabama
$278K 16,201 +1,439 +10%
Goldman Sachs
21
Goldman Sachs
New York
$265K 15,472 -2,504 -14%
OFO
22
OneAscent Family Office
Alabama
$191K 11,130 +11,130 New
Jane Street
23
Jane Street
New York
$174K 10,155 -26,927 -73%
DAS
24
Dynamic Advisor Solutions
Arizona
$172K 10,031 +10,031 New
NA
25
NewEdge Advisors
Louisiana
$65.2K 3,806 +34 +0.9%