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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NI
Natural Investments
Windsor,
California
|
+$1.6M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$1.52M |
| 3 |
Goldman Sachs
New York
|
+$880K |
| 4 |
SA
Skyline Advisors
Bellingham,
Washington
|
+$406K |
| 5 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$16M |
| 2 |
TFP
TrueWealth Financial Partners
Bellevue,
Washington
|
-$826K |
| 3 |
Jane Street
New York
|
-$447K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$297K |
| 5 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$227K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFP
26
TrueWealth Financial Partners
Bellevue,
Washington
| – | -$826K | -47,286 | Closed |
|
|
27
Jane Street
New York
| – | -$447K | -25,596 | Closed |
|
|
VCP
28
Verus Capital Partners
Scottsdale,
Arizona
| – | -$297K | -17,010 | Closed |
|
|
RWP
29
RWA Wealth Partners
Newton,
Massachusetts
| – | -$227K | -13,001 | Closed |
|
|
FHA
30
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$100K | -5,747 | Closed |
|
|
NEAM
31
New England Asset Management
Farmington,
Connecticut
| – | -$5.24K | -300 | Closed |
|
OWNS Hedge Fund Activity: Q1 2026 in Review
25 of the 8,127 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.