CCM Affordable Housing MBS ETF
OWNS
8 hedge funds and large institutions have $31.8M invested in CCM Affordable Housing MBS ETF in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 6 → 8 (+2)
11% more capital invested
Capital invested by funds: $28.6M → $31.8M (+$3.18M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.7% less ownership
Funds ownership: 31.73% → 31.04% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.83M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$506K |
| 3 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$400K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$50.1K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$7.87K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $21.3M | – | – | – |
|
|
2
LPL Financial
San Diego,
California
| $7.22M | +$1.83M | +107,704 | +34% |
|
|
RWP
3
RWA Wealth Partners
Newton,
Massachusetts
| $2.83M | +$506K | +29,805 | +23% |
|
|
TWM
4
Tolleson Wealth Management
Dallas,
Texas
| $402K | +$400K | +23,562 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $50.3K | +$50.1K | +2,947 | +147,350% |
|
6
National Bank of Canada
Montreal,
Quebec, Canada
| $29K | – | – | – |
|
|
GRP
7
Global Retirement Partners
San Rafael,
California
| $10.4K | – | – | – |
|
|
IGWM
8
ICA Group Wealth Management
Denver,
Colorado
| $7.9K | +$7.87K | +463 | New |
|
OWNS Hedge Fund Activity: Q4 2022 in Review
8 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q4 2022, worth a combined $31.8M — up 11% from $28.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new OWNS positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $1.83M.
- 8 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $31.8M of CCM Affordable Housing MBS ETF stock for Q4 2022, up 11% quarter-over-quarter.
- 2 funds opened new CCM Affordable Housing MBS ETF positions in Q4 2022 and 0 closed out, a net change of +2 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q4 2022 was LPL Financial, an estimated $1.83M added.
Based on aggregated 13F filings for Q4 2022.