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MAVF

Matrix Advisors Value ETF

5 hedge funds and large institutions have $41.9M invested in Matrix Advisors Value ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

62.92% more ownership

Funds ownership: 0%62.92% (+63%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
1
Matrix Asset Advisors
New York
$40.8M +$41.6M +422,381 New
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$843K +$860K +8,729 New
DBIA
3
Dumont & Blake Investment Advisors
New Jersey
$258K +$263K +2,672 New
JP Morgan Chase
4
JP Morgan Chase
New York
$24.5K +$25K +254 New
Fidelity Investments
5
Fidelity Investments
Massachusetts
$13.4K +$13.7K +139 New

MAVF Hedge Fund Activity: Q1 2025 in Review

5 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Matrix Advisors Value ETF (MAVF) for Q1 2025, worth a combined $41.9M.

Buyers outnumbered sellers: 5 funds opened new MAVF positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Matrix Asset Advisors, opening a new position worth an estimated $41.6M.

  • 5 institutional investors held Matrix Advisors Value ETF (MAVF) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $41.9M of Matrix Advisors Value ETF stock for Q1 2025.
  • 5 funds opened new Matrix Advisors Value ETF positions in Q1 2025 and 0 closed out, a net change of +5 holders.
  • The largest Matrix Advisors Value ETF buyer in Q1 2025 was Matrix Asset Advisors, an estimated $41.6M added.

Based on aggregated 13F filings for Q1 2025.