CCM Affordable Housing MBS ETF
OWNS
30 hedge funds and large institutions have $61.6M invested in CCM Affordable Housing MBS ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
11% more funds holding
Funds holding: 27 → 30 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.23% less ownership
Funds ownership: 48.51% → 48.28% (-0.23%)
4% less capital invested
Capital invested by funds: $64.2M → $61.6M (-$2.61M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
Orgel Wealth Management
Altoona,
Wisconsin
|
+$3.89M |
| 2 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
+$834K |
| 3 |
LPL Financial
San Diego,
California
|
+$423K |
| 4 |
NI
Natural Investments
Windsor,
California
|
+$394K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$3.63M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$3.61M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$811K |
| 4 |
EI
Ethic Inc
New York
|
-$811K |
| 5 |
Jane Street
New York
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $65.2K | +$580 | +34 | +0.9% |
|
27
JP Morgan Chase
New York
| $63K | +$62.6K | +3,675 | New |
|
28
National Bank of Canada
Montreal,
Quebec, Canada
| $17.1K | – | – | – |
|
|
NEAM
29
New England Asset Management
Farmington,
Connecticut
| $5.14K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $2.93K | +$2.92K | +171 | New |
|
|
VCP
31
Verus Capital Partners
Scottsdale,
Arizona
| – | -$269K | -15,663 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$78.6K | -4,581 | Closed |
|
OWNS Hedge Fund Activity: Q2 2025 in Review
30 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q2 2025, worth a combined $61.6M — down 4.1% from $64.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new OWNS positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Orgel Wealth Management, adding an estimated $3.89M. The largest seller was RWA Wealth Partners, cutting an estimated $3.63M.
- 30 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q2 2025, up from 27 in Q1 2025.
- Funds reported $61.6M of CCM Affordable Housing MBS ETF stock for Q2 2025, down 4.1% quarter-over-quarter.
- 6 funds opened new CCM Affordable Housing MBS ETF positions in Q2 2025 and 2 closed out, a net change of +4 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q2 2025 was Orgel Wealth Management, an estimated $3.89M added.
- The largest CCM Affordable Housing MBS ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $3.63M sold.
Based on aggregated 13F filings for Q2 2025.