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Matthews China Active ETF

17 hedge funds and large institutions have $18.8M invested in Matthews China Active ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

70% more funds holding

Funds holding: 1017 (+7)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

5.86% more ownership

Funds ownership: 80.73%86.59% (+5.9%)

21% less capital invested

Capital invested by funds: $23.9M → $18.8M (-$5.05M)

Holders
17
Holders Change
+7
Holders Change %
+70%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
1
Kelman-Lazarov Inc
Tennessee
$5.14M +$1.38M +70,541 +35%
Jane Street
2
Jane Street
New York
$2.99M +$2.72M +139,481 +784%
WP
3
WealthPLAN Partners
Nebraska
$2.73M -$66.9K -3,430 -2%
SPFA
4
Summit Place Financial Advisors
New Jersey
$1.89M +$1.94M +99,425 New
MML Investors Services
5
MML Investors Services
Massachusetts
$1.33M +$916K +46,975 +204%
IA
6
IFP Advisors
Florida
$821K -$358K -18,350 -30%
OMC
7
Old Mission Capital
Illinois
$740K +$473K +24,253 +166%
Citadel Advisors
8
Citadel Advisors
Florida
$637K +$653K +33,465 New
GWM
9
Greenwich Wealth Management
Connecticut
$595K +$609K +31,239 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$535K +$548K +28,096 New
LJAC
11
L.J. Altfest & Co
New York
$458K -$12M -615,864 -96%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$341K +$334K +17,100 New
FTUS
13
Flow Traders U.S.
New York
$237K +$243K +12,475 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$231K +$237K +12,128 New
Osaic Holdings
15
Osaic Holdings
Arizona
$93.6K +$95.9K +4,918 New
UBS Group
16
UBS Group
Switzerland
$34.3K +$4.29K +220 +14%
ASN
17
Advisory Services Network
Georgia
$267 +$273 +14 New
CIA
18
Choate Investment Advisors
Massachusetts
-$1.17M -57,010 Closed
Bank of America
19
Bank of America
North Carolina
-$22.8K -1,110 Closed

MCH Hedge Fund Activity: Q4 2023 in Review

17 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q4 2023, worth a combined $18.8M — down 21% from $23.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MCH positions and 2 closed out — a net gain of 7 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $2.72M. The largest seller was L.J. Altfest & Co, cutting an estimated $12M.

  • 17 institutional investors held Matthews China Active ETF (MCH) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $18.8M of Matthews China Active ETF stock for Q4 2023, down 21% quarter-over-quarter.
  • 9 funds opened new Matthews China Active ETF positions in Q4 2023 and 2 closed out, a net change of +7 holders.
  • The largest Matthews China Active ETF buyer in Q4 2023 was Jane Street, an estimated $2.72M added.
  • The largest Matthews China Active ETF seller in Q4 2023 was L.J. Altfest & Co, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2023.