CCM Affordable Housing MBS ETF
OWNS
23 hedge funds and large institutions have $57M invested in CCM Affordable Housing MBS ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 10 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
5.65% more ownership
Funds ownership: 47.64% → 53.29% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $61.6M → $57M (-$4.6M)
23% less funds holding
Funds holding: 30 → 23 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$645K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$622K |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$601K |
| 4 |
VCP
Verus Capital Partners
Scottsdale,
Arizona
|
+$293K |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.24M |
| 2 |
NI
Natural Investments
Windsor,
California
|
-$1.94M |
| 3 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$1.51M |
| 4 |
FAFN
First Affirmative Financial Network
Colorado Springs,
Colorado
|
-$506K |
| 5 |
EI
Ethic Inc
New York
|
-$435K |
OWNS Hedge Fund Activity: Q3 2025 in Review
23 of the 7,646 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q3 2025, worth a combined $57M — down 7.5% from $61.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of OWNS and 3 opened new positions — a net loss of 7 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was LPL Financial, adding an estimated $645K. The largest seller was WCG Wealth Advisors, exiting entirely with an estimated $2.24M sold.
- 23 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q3 2025, down from 30 in Q2 2025.
- Funds reported $57M of CCM Affordable Housing MBS ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
- 3 funds opened new CCM Affordable Housing MBS ETF positions in Q3 2025 and 10 closed out, a net change of -7 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q3 2025 was LPL Financial, an estimated $645K added.
- The largest CCM Affordable Housing MBS ETF seller in Q3 2025 was WCG Wealth Advisors, an estimated $2.24M sold.
Based on aggregated 13F filings for Q3 2025.