CCM Affordable Housing MBS ETF
OWNS
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.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
17% more funds holding
Funds holding: 23 → 27 (+4)
8% more capital invested
Capital invested by funds: $59.6M → $64.2M (+$4.6M)
1.11% more ownership
Funds ownership: 47.39% → 48.51% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.23M |
| 2 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$729K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$392K |
| 4 |
Jane Street
New York
|
+$324K |
| 5 |
Goldman Sachs
New York
|
+$306K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$236K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$100K |
| 3 |
RP
Riverwater Partners
Milwaukee,
Wisconsin
|
-$5.13K |
| 4 |
ISFAN
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
-$221 |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$17 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
National Bank of Canada
Montreal,
Quebec, Canada
| $17.1K | – | – | – |
|
|
NEAM
27
New England Asset Management
Farmington,
Connecticut
| $5.14K | – | – | – |
|
|
28
Fidelity Investments
Boston,
Massachusetts
| – | -$17 | -1 | Closed |
|
OWNS Hedge Fund Activity: Q1 2025 in Review
27 of the 7,465 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q1 2025, worth a combined $64.2M — up 7.7% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OWNS positions and 1 closed out — a net gain of 5 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.23M. The largest seller was Atria Investments, cutting an estimated $236K.
- 27 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q1 2025, up from 23 in Q4 2024.
- Funds reported $64.2M of CCM Affordable Housing MBS ETF stock for Q1 2025, up 7.7% quarter-over-quarter.
- 6 funds opened new CCM Affordable Housing MBS ETF positions in Q1 2025 and 1 closed out, a net change of +5 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q1 2025 was LPL Financial, an estimated $1.23M added.
- The largest CCM Affordable Housing MBS ETF seller in Q1 2025 was Atria Investments, an estimated $236K sold.
Based on aggregated 13F filings for Q1 2025.