CCM Affordable Housing MBS ETF
OWNS
23 hedge funds and large institutions have $56.3M invested in CCM Affordable Housing MBS ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 10 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
4.32% more ownership
Funds ownership: 48.28% → 52.59% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $61.6M → $56.3M (-$5.36M)
23% less funds holding
Funds holding: 30 → 23 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$645K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$622K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$601K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$293K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$2.25M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.24M |
| 3 |
NI
Natural Investments
Windsor,
California
|
-$1.94M |
| 4 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
-$506K |
| 5 |
EI
Ethic Inc
New York
|
-$435K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWP
26
Abacus Wealth Partners
Santa Monica,
California
| – | -$432K | -25,227 | Closed |
|
|
EI
27
Ethic Inc
New York
| – | -$435K | -25,227 | Closed |
|
|
FTUS
28
Flow Traders U.S.
New York
| – | -$381K | -22,249 | Closed |
|
29
Goldman Sachs
New York
| – | -$265K | -15,472 | Closed |
|
|
OFO
30
OneAscent Family Office
Birmingham,
Alabama
| – | -$191K | -11,130 | Closed |
|
31
Jane Street
New York
| – | -$174K | -10,155 | Closed |
|
32
JP Morgan Chase
New York
| – | -$63K | -3,675 | Closed |
|
33
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$17.1K | -1,000 | Closed |
|
OWNS Hedge Fund Activity: Q3 2025 in Review
23 of the 7,630 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q3 2025, worth a combined $56.3M — down 8.7% from $61.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of OWNS and 3 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $645K. The largest seller was OneAscent Financial Services, cutting an estimated $2.25M.
- 23 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q3 2025, down from 30 in Q2 2025.
- Funds reported $56.3M of CCM Affordable Housing MBS ETF stock for Q3 2025, down 8.7% quarter-over-quarter.
- 3 funds opened new CCM Affordable Housing MBS ETF positions in Q3 2025 and 10 closed out, a net change of -7 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q3 2025 was LPL Financial, an estimated $645K added.
- The largest CCM Affordable Housing MBS ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $2.25M sold.
Based on aggregated 13F filings for Q3 2025.