OWNS

CCM Affordable Housing MBS ETF

20 hedge funds and large institutions have $50.4M invested in CCM Affordable Housing MBS ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21M 1,248,751
LPL Financial
2
LPL Financial
California
$12.8M 759,027 +23,217 +3%
WWA
3
WCG Wealth Advisors
Nevada
$5.76M 342,465 +342,465 New
RWP
4
RWA Wealth Partners
Massachusetts
$3.45M 204,970 +15,964 +8%
AI
5
Atria Investments
North Carolina
$1.09M 64,787 +2,216 +4%
AWP
6
Abacus Wealth Partners
California
$1.09M 64,651
EI
7
Ethic Inc
New York
$1.09M 64,651
OFS
8
OneAscent Financial Services
Alabama
$1.05M 62,519 +24,166 +63%
TWM
9
Tolleson Wealth Management
Texas
$867K 51,512
Jane Street
10
Jane Street
New York
$686K 40,746 +25,130 +161%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$392K 23,310 +23,310 New
DAS
12
Dynamic Advisor Solutions
Arizona
$340K 20,181 +20,181 New
OWM
13
OneAscent Wealth Management
Alabama
$281K 16,726 -19,703 -54%
PI
14
PFG Investments
New York
$243K 14,437 +2,261 +19%
VCP
15
Verus Capital Partners
Arizona
$227K 13,486 -1,222 -8%
NA
16
NewEdge Advisors
Louisiana
$51.8K 3,081 +30 +1%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$28.4K 1,700
GRP
18
Global Retirement Partners
California
$6.33K 376 +18 +5%
NEAM
19
New England Asset Management
Connecticut
$5.05K 300 +300 New
PTC
20
Private Trust Company
Ohio
$1.68K 100
UBS Group
21
UBS Group
Switzerland
-638 Closed
IGWM
22
ICA Group Wealth Management
Colorado
-380 Closed
CFGS
23
Concourse Financial Group Securities
Alabama