CCM Affordable Housing MBS ETF
OWNS
23 hedge funds and large institutions have $59.6M invested in CCM Affordable Housing MBS ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 2 reducing their positions, and 4 closing their positions.
350% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 2
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15% more capital invested
Capital invested by funds: $51.7M → $59.6M (+$7.89M)
15% more funds holding
Funds holding: 20 → 23 (+3)
6.18% more ownership
Funds ownership: 41.22% → 47.39% (+6.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$4.23M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.44M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.05M |
| 4 |
RP
Riverwater Partners
Milwaukee,
Wisconsin
|
+$664K |
| 5 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$408K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$381K |
| 3 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$211K |
| 4 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
-$50.5K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$12K |
OWNS Hedge Fund Activity: Q4 2024 in Review
23 of the 7,601 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q4 2024, worth a combined $59.6M — up 15% from $51.7M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new OWNS positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 2 trimmed.
The largest buyer was OneAscent Financial Services, opening a new position worth an estimated $4.23M. The largest seller was Goldman Sachs, exiting entirely with an estimated $408K sold.
- 23 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q4 2024, up from 20 in Q3 2024.
- Funds reported $59.6M of CCM Affordable Housing MBS ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 7 funds opened new CCM Affordable Housing MBS ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q4 2024 was OneAscent Financial Services, an estimated $4.23M added.
- The largest CCM Affordable Housing MBS ETF seller in Q4 2024 was Goldman Sachs, an estimated $408K sold.
Based on aggregated 13F filings for Q4 2024.