Matthews China Active ETF
11 hedge funds and large institutions have $28.7M invested in Matthews China Active ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
150% more capital invested
Capital invested by funds: $11.5M → $28.7M (+$17.2M)
57% more funds holding
Funds holding: 7 → 11 (+4)
25.22% less ownership
Funds ownership: 107.72% → 82.49% (-25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
+$16.1M |
| 2 |
Jane Street
New York
|
+$3.77M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.71M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$550K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$3.27M |
| 2 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $15.8M | +$16.1M | +631,240 | +2,450% |
|
|
2
Jane Street
New York
| $4.13M | +$3.77M | +147,812 | +625% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $2.99M | +$15K | +590 | +0.5% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $1.67M | +$1.71M | +67,067 | New |
|
|
KLI
5
Kelman-Lazarov Inc
Memphis,
Tennessee
| $1.41M | +$111K | +4,339 | +8% |
|
|
CIA
6
Choate Investment Advisors
Boston,
Massachusetts
| $1.36M | -$1.15M | -45,070 | -44% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $522K | +$550K | +21,600 | New |
|
|
RWS
8
Resolute Wealth Strategies
Jackson,
Mississippi
| $405K | +$428K | +16,809 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| $318K | +$337K | +13,220 | New |
|
10
UBS Group
Zurich,
Switzerland
| $34.6K | +$35.4K | +1,388 | +2,953% |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $241 | +$255 | +10 | New |
|
|
WIM
12
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$3.27M | -123,497 | Closed |
|
MCH Hedge Fund Activity: Q1 2023 in Review
11 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q1 2023, worth a combined $28.7M — up 150% from $11.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCH positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was L.J. Altfest & Co, adding an estimated $16.1M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $3.27M sold.
- 11 institutional investors held Matthews China Active ETF (MCH) as of Q1 2023, up from 7 in Q4 2022.
- Funds reported $28.7M of Matthews China Active ETF stock for Q1 2023, up 150% quarter-over-quarter.
- 5 funds opened new Matthews China Active ETF positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest Matthews China Active ETF buyer in Q1 2023 was L.J. Altfest & Co, an estimated $16.1M added.
- The largest Matthews China Active ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $3.27M sold.
Based on aggregated 13F filings for Q1 2023.