CCM Affordable Housing MBS ETF
OWNS
27 hedge funds and large institutions have $65.1M invested in CCM Affordable Housing MBS ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 4 closing their positions.
550% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 2
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
17% more funds holding
Funds holding: 23 → 27 (+4)
16% more capital invested
Capital invested by funds: $56.3M → $65.1M (+$8.82M)
5.64% more ownership
Funds ownership: 52.59% → 58.23% (+5.6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
Allianz
Munich,
Germany
|
+$21.9M |
| 2 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.95M |
| 3 |
NI
Natural Investments
Windsor,
California
|
+$2.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.14M |
| 5 |
TFP
TrueWealth Financial Partners
Bellevue,
Washington
|
+$831K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$21.7M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$2.47M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$598K |
| 4 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$174K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$90K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
26
Global Retirement Partners
San Rafael,
California
| $3.68K | +$703 | +40 | +23% |
|
27
UBS Group
Zurich,
Switzerland
| $3.09K | +$3.11K | +177 | New |
|
|
AIMU
28
Allianz Investment Management US
Minneapolis,
Minnesota
| – | -$21.7M | -1,248,751 | Closed |
|
|
FHC
29
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$598K | -34,410 | Closed |
|
|
DAS
30
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$174K | -10,031 | Closed |
|
|
GWM
31
Geneos Wealth Management
Englewood,
Colorado
| – | -$7.76K | -446 | Closed |
|
OWNS Hedge Fund Activity: Q4 2025 in Review
27 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q4 2025, worth a combined $65.1M — up 16% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new OWNS positions and 4 closed out — a net gain of 5 holders — while 13 added to existing stakes and 2 trimmed.
The largest buyer was Allianz, opening a new position worth an estimated $21.9M. The largest seller was Allianz Investment Management US, exiting entirely with an estimated $21.7M sold.
- 27 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q4 2025, up from 23 in Q3 2025.
- Funds reported $65.1M of CCM Affordable Housing MBS ETF stock for Q4 2025, up 16% quarter-over-quarter.
- 9 funds opened new CCM Affordable Housing MBS ETF positions in Q4 2025 and 4 closed out, a net change of +5 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q4 2025 was Allianz, an estimated $21.9M added.
- The largest CCM Affordable Housing MBS ETF seller in Q4 2025 was Allianz Investment Management US, an estimated $21.7M sold.
Based on aggregated 13F filings for Q4 2025.