CCM Affordable Housing MBS ETF
OWNS
12 hedge funds and large institutions have $37.2M invested in CCM Affordable Housing MBS ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 2 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
1% more capital invested
Capital invested by funds: $36.8M → $37.2M (+$440K)
0.41% more ownership
Funds ownership: 33.12% → 33.53% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 13 → 12 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 2 |
Jane Street
New York
|
+$195K |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$181K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$20.5K |
| 5 |
NEAM
New England Asset Management
Farmington,
Connecticut
|
+$5.05K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$31.7K |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$20.1K |
| 3 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$7.83K |
OWNS Hedge Fund Activity: Q3 2023 in Review
12 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q3 2023, worth a combined $37.2M — up 1.2% from $36.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of OWNS and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 6 added.
The largest buyer was LPL Financial, adding an estimated $1.22M. The largest seller was UBS Group, exiting entirely with an estimated $31.7K sold.
- 12 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q3 2023, down from 13 in Q2 2023.
- Funds reported $37.2M of CCM Affordable Housing MBS ETF stock for Q3 2023, up 1.2% quarter-over-quarter.
- 1 fund opened new CCM Affordable Housing MBS ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest CCM Affordable Housing MBS ETF buyer in Q3 2023 was LPL Financial, an estimated $1.22M added.
- The largest CCM Affordable Housing MBS ETF seller in Q3 2023 was UBS Group, an estimated $31.7K sold.
Based on aggregated 13F filings for Q3 2023.