Mohr Company Nav ETF
CNAV
6 hedge funds and large institutions have $17.7M invested in Mohr Company Nav ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more funds holding
Funds holding: 3 → 6 (+3)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
6.27% less ownership
Funds ownership: 61.43% → 55.16% (-6.3%)
36% less capital invested
Capital invested by funds: $27.8M → $17.7M (-$10.1M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$696K |
| 2 |
GS
GTS Securities
New York
|
+$380K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.36K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.72K |
| 5 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$951 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $16.5M | -$8.29M | -313,808 | -30% |
|
|
BAM
2
Belpointe Asset Management
Reno,
Nevada
| $599K | +$696K | +26,347 | New |
|
|
GS
3
GTS Securities
New York
| $567K | +$380K | +14,396 | +136% |
|
|
4
UBS Group
Zurich,
Switzerland
| $20.2K | +$4.36K | +165 | +23% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $2.34K | +$2.72K | +103 | New |
|
|
BCWM
6
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $818 | +$951 | +36 | New |
|
CNAV Hedge Fund Activity: Q1 2025 in Review
6 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Mohr Company Nav ETF (CNAV) for Q1 2025, worth a combined $17.7M — down 36% from $27.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new CNAV positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Belpointe Asset Management, opening a new position worth an estimated $696K. The largest seller was AE Wealth Management, cutting an estimated $8.29M.
- 6 institutional investors held Mohr Company Nav ETF (CNAV) as of Q1 2025, up from 3 in Q4 2024.
- Funds reported $17.7M of Mohr Company Nav ETF stock for Q1 2025, down 36% quarter-over-quarter.
- 3 funds opened new Mohr Company Nav ETF positions in Q1 2025 and 0 closed out, a net change of +3 holders.
- The largest Mohr Company Nav ETF buyer in Q1 2025 was Belpointe Asset Management, an estimated $696K added.
- The largest Mohr Company Nav ETF seller in Q1 2025 was AE Wealth Management, an estimated $8.29M sold.
Based on aggregated 13F filings for Q1 2025.