Matthews China Active ETF
10 hedge funds and large institutions have $23.9M invested in Matthews China Active ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0.52% less ownership
Funds ownership: 81.25% → 80.73% (-0.52%)
2% less capital invested
Capital invested by funds: $24.5M → $23.9M (-$607K)
9% less funds holding
Funds holding: 11 → 10 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$1.73M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$495K |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
+$270K |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$107K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$31.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.02M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$310K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$222K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$171K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$83.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LJAC
1
L.J. Altfest & Co
New York
| $13.1M | +$270K | +12,559 | +2% |
|
|
KLI
2
Kelman-Lazarov Inc
Memphis,
Tennessee
| $4.09M | +$1.73M | +80,380 | +68% |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $3.01M | +$107K | +4,985 | +4% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $1.26M | -$83.9K | -3,900 | -6% |
|
|
CIA
5
Choate Investment Advisors
Boston,
Massachusetts
| $1.17M | -$14.5K | -675 | -1% |
|
|
6
MML Investors Services
Springfield,
Massachusetts
| $472K | +$495K | +23,000 | New |
|
|
7
Jane Street
New York
| $365K | -$2.02M | -93,945 | -84% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $299K | -$171K | -7,957 | -35% |
|
|
9
UBS Group
Zurich,
Switzerland
| $32.5K | +$31.4K | +1,461 | +1,207% |
|
10
Bank of America
Charlotte,
North Carolina
| $22.8K | +$20.5K | +954 | +612% |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$310K | -13,708 | Closed |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$222K | -10,618 | Closed |
|
MCH Hedge Fund Activity: Q3 2023 in Review
10 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q3 2023, worth a combined $23.9M — down 2.5% from $24.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MCH and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 5 added.
The largest buyer was Kelman-Lazarov Inc, adding an estimated $1.73M. The largest seller was Jane Street, cutting an estimated $2.02M.
- 10 institutional investors held Matthews China Active ETF (MCH) as of Q3 2023, down from 11 in Q2 2023.
- Funds reported $23.9M of Matthews China Active ETF stock for Q3 2023, down 2.5% quarter-over-quarter.
- 1 fund opened new Matthews China Active ETF positions in Q3 2023 and 2 closed out, a net change of -1 holder.
- The largest Matthews China Active ETF buyer in Q3 2023 was Kelman-Lazarov Inc, an estimated $1.73M added.
- The largest Matthews China Active ETF seller in Q3 2023 was Jane Street, an estimated $2.02M sold.
Based on aggregated 13F filings for Q3 2023.