OWNS

CCM Affordable Housing MBS ETF
OWNS

Overview Fund Activity

23 hedge funds and large institutions have $59.6M invested in CCM Affordable Housing MBS ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
9
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
$4.16M
2
AI
Atria Investments
North Carolina
$2.68M
3
LPL Financial
LPL Financial
California
$14.3M
4
RP
Riverwater Partners
Wisconsin
$652K
5
WWA
WCG Wealth Advisors
Nevada
$5.7M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$0
2
DAS
Dynamic Advisor Solutions
Arizona
$0
3
PWM
Perigon Wealth Management
California
$0
4
OWM
OneAscent Wealth Management
Alabama
$336K
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$16.9K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
– -$211K -12,014 Closed
PTC
27
Private Trust Company
Ohio
– -$1.76K -100 Closed
1
2