CNAV

Mohr Company Nav ETF
CNAV

Overview Fund Trends Analyst Outlook Journalist POV

5 hedge funds and large institutions have $20.4M invested in Mohr Company Nav ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.38M
2
+$321K
3
+$19.6K

Top Sellers

1
-$3.37M
2
-$136K
3
-$2.34K
4
BCWM
Bartlett & Co Wealth Management
Ohio
-$818
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$16.4M
GS
2
GTS Securities
New York
$3.06M
BAM
3
Belpointe Asset Management
Nevada
$583K
FA
4
FSA Advisors
Michigan
$321K
UBS Group
5
UBS Group
Switzerland
$43.8K
Bank of America
6
Bank of America
North Carolina
–
BCWM
7
Bartlett & Co Wealth Management
Ohio
–