OWNS

CCM Affordable Housing MBS ETF
OWNS

Overview Fund Activity

29 hedge funds and large institutions have $60.8M invested in CCM Affordable Housing MBS ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$3.9M
2
LPL Financial
LPL Financial
California
+$425K
3
NI
Natural Investments
California
+$396K
4
FTUS
Flow Traders U.S.
New York
+$381K
5
OWM
OneAscent Wealth Management
Alabama
+$370K

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$3.65M
2
WWA
WCG Wealth Advisors
Nevada
-$3.62M
3
EI
Ethic Inc
New York
-$820K
4
AWP
Abacus Wealth Partners
California
-$815K
5
Jane Street
Jane Street
New York
-$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$63K +$63K +3,675 New
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$17.1K – – –
NEAM
28
New England Asset Management
Connecticut
$5.14K – – –
GRP
29
Global Retirement Partners
California
$2.93K +$2.93K +171 New
VCP
30
Verus Capital Partners
Arizona
– -$269K -15,663 Closed
UBS Group
31
UBS Group
Switzerland
– -$78.6K -4,581 Closed
1
2