Mohr Company Nav ETF
CNAV
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.
16% more capital invested
Capital invested by funds: $17.7M → $20.4M (+$2.77M)
2.44% more ownership
Funds ownership: 55.16% → 57.6% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
+$2.13M |
| 2 |
FA
FSA Advisors
Troy,
Michigan
|
+$287K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$17.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.02M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$122K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$2.34K |
| 4 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
-$818 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $16.4M | -$3.02M | -123,349 | -17% |
|
|
GS
2
GTS Securities
New York
| $3.06M | +$2.13M | +87,033 | +349% |
|
|
BAM
3
Belpointe Asset Management
Reno,
Nevada
| $583K | -$122K | -4,984 | -19% |
|
|
FA
4
FSA Advisors
Troy,
Michigan
| $321K | +$287K | +11,746 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $43.8K | +$17.5K | +717 | +81% |
|
|
6
Bank of America
Charlotte,
North Carolina
| – | -$2.34K | -103 | Closed |
|
|
BCWM
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$818 | -36 | Closed |
|
CNAV Hedge Fund Activity: Q2 2025 in Review
5 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Mohr Company Nav ETF (CNAV) for Q2 2025, worth a combined $20.4M — up 16% from $17.7M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of CNAV and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was GTS Securities, adding an estimated $2.13M. The largest seller was AE Wealth Management, cutting an estimated $3.02M.
- 5 institutional investors held Mohr Company Nav ETF (CNAV) as of Q2 2025, down from 6 in Q1 2025.
- Funds reported $20.4M of Mohr Company Nav ETF stock for Q2 2025, up 16% quarter-over-quarter.
- 1 fund opened new Mohr Company Nav ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Mohr Company Nav ETF buyer in Q2 2025 was GTS Securities, an estimated $2.13M added.
- The largest Mohr Company Nav ETF seller in Q2 2025 was AE Wealth Management, an estimated $3.02M sold.
Based on aggregated 13F filings for Q2 2025.