OWNS

CCM Affordable Housing MBS ETF
OWNS

Overview Fund Activity

27 hedge funds and large institutions have $64.2M invested in CCM Affordable Housing MBS ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
12
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.24M
2
OWM
Orgel Wealth Management
Wisconsin
+$734K
3
OFS
OneAscent Financial Services
Alabama
+$396K
4
Jane Street
Jane Street
New York
+$326K
5
Goldman Sachs
Goldman Sachs
New York
+$308K

Top Sellers

1
AI
Atria Investments
North Carolina
-$237K
2
OWM
OneAscent Wealth Management
Alabama
-$101K
3
RP
Riverwater Partners
Wisconsin
-$5.16K
4
ISFAN
Investor's Fiduciary Advisor Network
Washington
-$223
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$17
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21.2M – – –
LPL Financial
2
LPL Financial
California
$15.8M +$1.24M +72,364 +9%
WWA
3
WCG Wealth Advisors
Nevada
$5.87M +$81.2K +4,733 +1%
OFS
4
OneAscent Financial Services
Alabama
$4.63M +$396K +23,035 +9%
RWP
5
RWA Wealth Partners
Massachusetts
$3.93M +$56.6K +3,300 +1%
AI
6
Atria Investments
North Carolina
$2.48M -$237K -13,845 -9%
NI
7
Natural Investments
California
$1.54M +$96.6K +5,634 +7%
EI
8
Ethic Inc
New York
$1.25M +$140K +8,136 +13%
AWP
9
Abacus Wealth Partners
California
$1.25M +$140K +8,136 +13%
TWM
10
Tolleson Wealth Management
Texas
$1.22M +$15.3K +887 +1%
OWM
11
Orgel Wealth Management
Wisconsin
$734K +$734K +42,812 New
RP
12
Riverwater Partners
Wisconsin
$657K -$5.16K -301 -0.8%
Jane Street
13
Jane Street
New York
$636K +$326K +19,004 +105%
SA
14
Skyline Advisors
Washington
$486K +$72.9K +4,253 +18%
FHC
15
First Heartland Consultants
Missouri
$417K +$17.3K +1,007 +4%
ISFAN
16
Investor's Fiduciary Advisor Network
Washington
$346K -$223 -13 -0.1%
Goldman Sachs
17
Goldman Sachs
New York
$308K +$308K +17,976 New
PI
18
PFG Investments
New York
$284K – – –
VCP
19
Verus Capital Partners
Arizona
$269K +$240 +14 +0.1%
RA
20
RFG Advisory
Alabama
$253K +$253K +14,762 New
IWC
21
Integrated Wealth Concepts
Massachusetts
$243K +$243K +14,197 New
OWM
22
OneAscent Wealth Management
Alabama
$240K -$101K -5,894 -30%
UBS Group
23
UBS Group
Switzerland
$78.6K +$78.6K +4,581 New
FNWM
24
Financial Network Wealth Management
Utah
$70K +$70K +4,048 New
NA
25
NewEdge Advisors
Louisiana
$64.7K – – –
1
2