CCM Affordable Housing MBS ETF
OWNS
20 hedge funds and large institutions have $51.7M invested in CCM Affordable Housing MBS ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
3% more capital invested
Capital invested by funds: $50.4M → $51.7M (+$1.34M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.61% less ownership
Funds ownership: 42.83% → 41.22% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$494K |
| 2 |
Goldman Sachs
New York
|
+$403K |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$280K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$209K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.05M |
| 2 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$596K |
| 3 |
Jane Street
New York
|
-$501K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$392K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$2.04K |
OWNS Hedge Fund Activity: Q3 2024 in Review
20 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q3 2024, worth a combined $51.7M — up 2.7% from $50.4M a quarter earlier.
Fund positioning in OWNS was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 3 trimmed.
The largest buyer was LPL Financial, adding an estimated $494K. The largest seller was OneAscent Financial Services, exiting entirely with an estimated $1.05M sold.
- 20 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $51.7M of CCM Affordable Housing MBS ETF stock for Q3 2024, up 2.7% quarter-over-quarter.
- 2 funds opened new CCM Affordable Housing MBS ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q3 2024 was LPL Financial, an estimated $494K added.
- The largest CCM Affordable Housing MBS ETF seller in Q3 2024 was OneAscent Financial Services, an estimated $1.05M sold.
Based on aggregated 13F filings for Q3 2024.