OWNS

CCM Affordable Housing MBS ETF
OWNS

Overview Fund Activity

29 hedge funds and large institutions have $60.8M invested in CCM Affordable Housing MBS ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$3.9M
2
LPL Financial
LPL Financial
California
+$425K
3
NI
Natural Investments
California
+$396K
4
FTUS
Flow Traders U.S.
New York
+$381K
5
OWM
OneAscent Wealth Management
Alabama
+$370K

Top Sellers

1
RWP
RWA Wealth Partners
Massachusetts
-$3.65M
2
WWA
WCG Wealth Advisors
Nevada
-$3.62M
3
EI
Ethic Inc
New York
-$820K
4
AWP
Abacus Wealth Partners
California
-$815K
5
Jane Street
Jane Street
New York
-$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$21.4M – – –
LPL Financial
2
LPL Financial
California
$16.2M +$425K +24,833 +3%
OWM
3
Orgel Wealth Management
Wisconsin
$4.64M +$3.9M +227,953 +532%
OFS
4
OneAscent Financial Services
Alabama
$4.54M -$72.4K -4,228 -2%
WWA
5
WCG Wealth Advisors
Nevada
$2.24M -$3.62M -211,511 -62%
AI
6
Atria Investments
North Carolina
$2.11M -$367K -21,432 -15%
NI
7
Natural Investments
California
$1.94M +$396K +23,104 +26%
TWM
8
Tolleson Wealth Management
Texas
$1.22M – – –
RP
9
Riverwater Partners
Wisconsin
$1.01M +$350K +20,428 +53%
OWM
10
OneAscent Wealth Management
Alabama
$609K +$370K +21,594 +154%
FHC
11
First Heartland Consultants
Missouri
$570K +$154K +8,977 +37%
SA
12
Skyline Advisors
Washington
$570K +$84.6K +4,940 +17%
EI
13
Ethic Inc
New York
$435K -$820K -47,560 -65%
AWP
14
Abacus Wealth Partners
California
$432K -$815K -47,560 -65%
FTUS
15
Flow Traders U.S.
New York
$381K +$381K +22,249 New
ISFAN
16
Investor's Fiduciary Advisor Network
Washington
$345K +$188 +11 +0.1%
PI
17
PFG Investments
New York
$330K +$46.4K +2,707 +16%
IWC
18
Integrated Wealth Concepts
Massachusetts
$314K +$70.6K +4,123 +29%
RWP
19
RWA Wealth Partners
Massachusetts
$278K -$3.65M -212,947 -93%
RA
20
RFG Advisory
Alabama
$278K +$24.6K +1,439 +10%
Goldman Sachs
21
Goldman Sachs
New York
$265K -$42.9K -2,504 -14%
OFO
22
OneAscent Family Office
Alabama
$191K +$191K +11,130 New
Jane Street
23
Jane Street
New York
$174K -$461K -26,927 -73%
DAS
24
Dynamic Advisor Solutions
Arizona
$172K +$172K +10,031 New
NA
25
NewEdge Advisors
Louisiana
$65.2K +$582 +34 +0.9%
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