CCM Affordable Housing MBS ETF
OWNS
13 hedge funds and large institutions have $36.8M invested in CCM Affordable Housing MBS ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
8% more capital invested
Capital invested by funds: $34M → $36.8M (+$2.84M)
0.69% more ownership
Funds ownership: 32.43% → 33.12% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$3.84M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$228K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$32.1K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$20.9K |
| 5 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
+$7.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$721K |
| 2 |
Jane Street
New York
|
-$99.6K |
| 3 |
CYG
Clean Yield Group
Norwich,
Vermont
|
-$4.33K |
| 4 |
JP Morgan Chase
New York
|
-$3.6K |
OWNS Hedge Fund Activity: Q2 2023 in Review
13 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q2 2023, worth a combined $36.8M — up 8.4% from $34M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OWNS positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $3.84M. The largest seller was LPL Financial, cutting an estimated $721K.
- 13 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q2 2023, up from 11 in Q1 2023.
- Funds reported $36.8M of CCM Affordable Housing MBS ETF stock for Q2 2023, up 8.4% quarter-over-quarter.
- 4 funds opened new CCM Affordable Housing MBS ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q2 2023 was WCG Wealth Advisors, an estimated $3.84M added.
- The largest CCM Affordable Housing MBS ETF seller in Q2 2023 was LPL Financial, an estimated $721K sold.
Based on aggregated 13F filings for Q2 2023.