OWNS

CCM Affordable Housing MBS ETF

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.

Holders
20
Holders Change
Holders Change %
0%
% 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
2
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21.9M 1,248,751
LPL Financial
2
LPL Financial
California
$13.8M 787,425 +28,398 +4%
WWA
3
WCG Wealth Advisors
Nevada
$5.42M 308,211 -34,254 -10%
RWP
4
RWA Wealth Partners
Massachusetts
$3.88M 221,045 +16,075 +8%
AI
5
Atria Investments
North Carolina
$1.32M 74,921 +10,134 +16%
AWP
6
Abacus Wealth Partners
California
$1.14M 64,651
EI
7
Ethic Inc
New York
$1.09M 64,651
TWM
8
Tolleson Wealth Management
Texas
$906K 51,512
Goldman Sachs
9
Goldman Sachs
New York
$408K 23,193 +23,193 New
OWM
10
OneAscent Wealth Management
Alabama
$401K 22,815 +6,089 +36%
DAS
11
Dynamic Advisor Solutions
Arizona
$381K 21,687 +1,506 +7%
PI
12
PFG Investments
New York
$254K 14,476 +39 +0.3%
VCP
13
Verus Capital Partners
Arizona
$248K 14,102 +616 +5%
PWM
14
Perigon Wealth Management
California
$211K 12,014 +12,014 New
Jane Street
15
Jane Street
New York
$210K 11,937 -28,809 -71%
NA
16
NewEdge Advisors
Louisiana
$55.1K 3,136 +55 +2%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$29.9K 1,700
NEAM
18
New England Asset Management
Connecticut
$5.27K 300
GRP
19
Global Retirement Partners
California
$4.55K 259 -117 -31%
PTC
20
Private Trust Company
Ohio
$1.76K 100
OFS
21
OneAscent Financial Services
Alabama
-62,519 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-23,310 Closed
CFGS
23
Concourse Financial Group Securities
Alabama