Matthews China Active ETF
11 hedge funds and large institutions have $24.5M invested in Matthews China Active ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.25% less ownership
Funds ownership: 82.49% → 81.25% (-1.2%)
15% less capital invested
Capital invested by funds: $28.7M → $24.5M (-$4.21M)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$1.33M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$497K |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$388K |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
+$26.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.44K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.32M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
-$654K |
| 3 |
RWS
Resolute Wealth Strategies
Jackson,
Mississippi
|
-$405K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$174K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$57.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $13.1M | -$654K | -29,643 | -5% |
|
|
WP
2
WealthPLAN Partners
Omaha,
Nebraska
| $2.96M | +$388K | +17,614 | +14% |
|
|
KLI
3
Kelman-Lazarov Inc
Memphis,
Tennessee
| $2.49M | +$1.33M | +60,267 | +103% |
|
|
4
Jane Street
New York
| $2.33M | -$1.32M | -59,752 | -35% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $1.36M | -$37.8K | -1,715 | -3% |
|
|
CIA
6
Choate Investment Advisors
Boston,
Massachusetts
| $1.2M | +$26.7K | +1,210 | +2% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $471K | +$497K | +22,553 | New |
|
|
8
Bank of Montreal
Toronto,
Ontario, Canada
| $310K | -$174K | -7,892 | -37% |
|
|
9
Citadel Advisors
Miami,
Florida
| $222K | -$57.4K | -2,602 | -20% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $3.26K | +$3.44K | +156 | New |
|
11
UBS Group
Zurich,
Switzerland
| $2.53K | -$29K | -1,314 | -92% |
|
|
RWS
12
Resolute Wealth Strategies
Jackson,
Mississippi
| – | -$405K | -16,809 | Closed |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$241 | -10 | Closed |
|
MCH Hedge Fund Activity: Q2 2023 in Review
11 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q2 2023, worth a combined $24.5M — down 15% from $28.7M a quarter earlier.
Fund positioning in MCH was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 3 added to existing stakes and 6 trimmed.
The largest buyer was Kelman-Lazarov Inc, adding an estimated $1.33M. The largest seller was Jane Street, cutting an estimated $1.32M.
- 11 institutional investors held Matthews China Active ETF (MCH) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $24.5M of Matthews China Active ETF stock for Q2 2023, down 15% quarter-over-quarter.
- 2 funds opened new Matthews China Active ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Matthews China Active ETF buyer in Q2 2023 was Kelman-Lazarov Inc, an estimated $1.33M added.
- The largest Matthews China Active ETF seller in Q2 2023 was Jane Street, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2023.