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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
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
Shares
Change %
KLI
1
Kelman-Lazarov Inc
Tennessee
$5.14M +$1.34M +70,541 +35%
Jane Street
2
Jane Street
New York
$2.99M +$2.66M +139,481 +784%
WP
3
WealthPLAN Partners
Nebraska
$2.73M -$65.3K -3,430 -2%
SPFA
4
Summit Place Financial Advisors
New Jersey
$1.89M +$1.89M +99,425 New
MML Investors Services
5
MML Investors Services
Massachusetts
$1.33M +$894K +46,975 +204%
IA
6
IFP Advisors
Florida
$821K -$349K -18,350 -30%
OMC
7
Old Mission Capital
Illinois
$740K +$462K +24,253 +166%
Citadel Advisors
8
Citadel Advisors
Florida
$637K +$637K +33,465 New
GWM
9
Greenwich Wealth Management
Connecticut
$595K +$595K +31,239 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$535K +$535K +28,096 New
LJAC
11
L.J. Altfest & Co
New York
$458K -$11.7M -615,864 -96%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$341K +$341K +17,100 New
FTUS
13
Flow Traders U.S.
New York
$237K +$237K +12,475 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$231K +$231K +12,128 New
Osaic Holdings
15
Osaic Holdings
Arizona
$93.6K +$93.6K +4,918 New
UBS Group
16
UBS Group
Switzerland
$34.3K +$4.19K +220 +14%
ASN
17
Advisory Services Network
Georgia
$267 +$267 +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