CCM Affordable Housing MBS ETF
OWNS
28 hedge funds and large institutions have $56.4M invested in CCM Affordable Housing MBS ETF in 2026 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 0 reducing their positions, and 5 closing their positions.
217% more capital inflows, than outflows
Capital inflows: $5.33M | Capital outflows: $1.68M
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
8% more funds holding
Funds holding: 26 → 28 (+2)
0.49% more ownership
Funds ownership: 53.01% → 53.5% (+0.49%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$830K |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$733K |
| 3 |
NI
Natural Investments
Windsor,
California
|
+$671K |
| 4 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$664K |
| 5 |
SA
Skyline Advisors
Bellingham,
Washington
|
+$423K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$1.09M |
| 2 |
ISFAN
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
-$364K |
| 3 |
CFG
Compton Financial Group
Towson,
Maryland
|
-$190K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$30.7K |
| 5 |
Blue Trust Inc
Alpharetta,
Georgia
|
-$607 |
OWNS Hedge Fund Activity: Q2 2026 in Review
28 of the 8,353 institutional investors tracked by Wall St. Rank reported a position in CCM Affordable Housing MBS ETF (OWNS) for Q2 2026, worth a combined $56.4M — up 5.7% from $53.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new OWNS positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 0 trimmed.
The largest buyer was LPL Financial, adding an estimated $830K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.09M sold.
- 28 institutional investors held CCM Affordable Housing MBS ETF (OWNS) as of Q2 2026, up from 26 in Q1 2026.
- Funds reported $56.4M of CCM Affordable Housing MBS ETF stock for Q2 2026, up 5.7% quarter-over-quarter.
- 8 funds opened new CCM Affordable Housing MBS ETF positions in Q2 2026 and 5 closed out, a net change of +3 holders.
- The largest CCM Affordable Housing MBS ETF buyer in Q2 2026 was LPL Financial, an estimated $830K added.
- The largest CCM Affordable Housing MBS ETF seller in Q2 2026 was Goldman Sachs, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2026.