OWNS

CCM Affordable Housing MBS ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
9
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21.1M
LPL Financial
2
LPL Financial
California
$14.3M +$1.04M +61,328 +8%
WWA
3
WCG Wealth Advisors
Nevada
$5.7M +$498K +29,493 +10%
OFS
4
OneAscent Financial Services
Alabama
$4.16M +$4.16M +246,125 New
RWP
5
RWA Wealth Partners
Massachusetts
$3.81M +$81.3K +4,813 +2%
AI
6
Atria Investments
North Carolina
$2.68M +$1.41M +83,525 +111%
NI
7
Natural Investments
California
$1.42M +$1.42M +84,251 New
TWM
8
Tolleson Wealth Management
Texas
$1.18M +$309K +18,277 +35%
AWP
9
Abacus Wealth Partners
California
$1.09M
EI
10
Ethic Inc
New York
$1.09M
RP
11
Riverwater Partners
Wisconsin
$652K +$652K +38,624 New
SA
12
Skyline Advisors
Washington
$407K +$407K +24,074 New
FHC
13
First Heartland Consultants
Missouri
$393K +$393K +23,289 New
ISFAN
14
Investor's Fiduciary Advisor Network
Washington
$341K +$341K +20,197 New
OWM
15
OneAscent Wealth Management
Alabama
$336K -$49.6K -2,937 -13%
Jane Street
16
Jane Street
New York
$305K +$104K +6,141 +51%
PI
17
PFG Investments
New York
$280K +$35.4K +2,095 +14%
VCP
18
Verus Capital Partners
Arizona
$264K +$26.1K +1,547 +11%
NA
19
NewEdge Advisors
Louisiana
$63.7K +$10.7K +636 +20%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$16.9K -$11.8K -700 -41%
NEAM
21
New England Asset Management
Connecticut
$5.07K
GRP
22
Global Retirement Partners
California
$4.38K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$17 +$17 +1 New
Goldman Sachs
24
Goldman Sachs
New York
-$408K -23,193 Closed
DAS
25
Dynamic Advisor Solutions
Arizona
-$381K -21,687 Closed