CCM Affordable Housing MBS ETF
OWNS
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.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more capital invested
Capital invested by funds: $43M → $50.4M (+$7.42M)
11% more funds holding
Funds holding: 18 → 20 (+2)
5.74% more ownership
Funds ownership: 37.09% → 42.83% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$5.73M |
| 2 |
Jane Street
New York
|
+$421K |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$405K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$390K |
| 5 |
LPL Financial
San Diego,
California
|
+$389K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$330K |
| 2 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
-$19.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.8K |
| 4 |
IGWM
ICA Group Wealth Management
Denver,
Colorado
|
-$6.43K |
OWNS Hedge Fund Activity: Q2 2024 in Review
20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q2 2024, worth a combined $50.4M — up 17% from $43M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OWNS positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was WCG Wealth Advisors, opening a new position worth an estimated $5.73M. The largest seller was OneAscent Wealth Management, cutting an estimated $330K.
- 20 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q2 2024, up from 18 in Q1 2024.
- Funds reported $50.4M of CCM Affordable Housing MBS ETF stock for Q2 2024, up 17% quarter-over-quarter.
- 4 funds opened new CCM Affordable Housing MBS ETF positions in Q2 2024 and 2 closed out, a net change of +2 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q2 2024 was WCG Wealth Advisors, an estimated $5.73M added.
- The largest CCM Affordable Housing MBS ETF seller in Q2 2024 was OneAscent Wealth Management, an estimated $330K sold.
Based on aggregated 13F filings for Q2 2024.