OWNS

CCM Affordable Housing MBS ETF
OWNS

Overview Fund Activity

27 hedge funds and large institutions have $64.2M invested in CCM Affordable Housing MBS ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
12
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.24M
2
OWM
Orgel Wealth Management
Wisconsin
+$734K
3
OFS
OneAscent Financial Services
Alabama
+$396K
4
Jane Street
Jane Street
New York
+$326K
5
Goldman Sachs
Goldman Sachs
New York
+$308K

Top Sellers

1
AI
Atria Investments
North Carolina
-$237K
2
OWM
OneAscent Wealth Management
Alabama
-$101K
3
RP
Riverwater Partners
Wisconsin
-$5.16K
4
ISFAN
Investor's Fiduciary Advisor Network
Washington
-$223
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$17.1K – – –
NEAM
27
New England Asset Management
Connecticut
$5.14K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
– -$17 -1 Closed
1
2