Matthews China Active ETF
7 hedge funds and large institutions have $11.5M invested in Matthews China Active ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
415% more capital invested
Capital invested by funds: $2.23M → $11.5M (+$9.24M)
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
133% more funds holding
Funds holding: 3 → 7 (+4)
39.99% more ownership
Funds ownership: 67.73% → 107.72% (+40%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$2.68M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$2.2M |
| 3 |
Jane Street
New York
|
+$513K |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$5.92K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$452K |
| 2 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$141K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WIM
1
WealthPlan Investment Management
Omaha,
Nebraska
| $3.27M | +$2.68M | +123,497 | New |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $3.24M | +$2.68M | +123,497 | New |
|
|
CIA
3
Choate Investment Advisors
Boston,
Massachusetts
| $2.45M | +$2.2M | +101,545 | New |
|
|
KLI
4
Kelman-Lazarov Inc
Memphis,
Tennessee
| $1.31M | -$141K | -6,496 | -11% |
|
|
LJAC
5
L.J. Altfest & Co
New York
| $623K | +$5.92K | +273 | +1% |
|
|
6
Jane Street
New York
| $572K | +$513K | +23,666 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.14K | +$1.02K | +47 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$452K | -21,988 | Closed |
|
MCH Hedge Fund Activity: Q4 2022 in Review
7 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q4 2022, worth a combined $11.5M — up 415% from $2.23M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCH positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $2.68M. The largest seller was Citadel Advisors, exiting entirely with an estimated $452K sold.
- 7 institutional investors held Matthews China Active ETF (MCH) as of Q4 2022, up from 3 in Q3 2022.
- Funds reported $11.5M of Matthews China Active ETF stock for Q4 2022, up 415% quarter-over-quarter.
- 5 funds opened new Matthews China Active ETF positions in Q4 2022 and 1 closed out, a net change of +4 holders.
- The largest Matthews China Active ETF buyer in Q4 2022 was WealthPlan Investment Management, an estimated $2.68M added.
- The largest Matthews China Active ETF seller in Q4 2022 was Citadel Advisors, an estimated $452K sold.
Based on aggregated 13F filings for Q4 2022.