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Matthews China Active ETF

12 hedge funds and large institutions have $12M invested in Matthews China Active ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

29% less funds holding

Funds holding: 1712 (-5)

30.46% less ownership

Funds ownership: 86.59%56.13% (-30%)

36% less capital invested

Capital invested by funds: $18.8M → $12M (-$6.78M)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
12
Holders Change
-5
Holders Change %
-29.41%
% of All Funds
0.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
1
Kelman-Lazarov Inc
Tennessee
$6.86M +$1.73M +95,337 +35%
MML Investors Services
2
MML Investors Services
Massachusetts
$1.75M +$423K +23,321 +33%
SPFA
3
Summit Place Financial Advisors
New Jersey
$1.13M -$711K -39,200 -39%
GWM
4
Greenwich Wealth Management
Connecticut
$669K +$79K +4,356 +14%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$463K -$62.9K -3,466 -12%
LJAC
6
L.J. Altfest & Co
New York
$316K -$131K -7,246 -30%
OMC
7
Old Mission Capital
Illinois
$266K -$448K -24,680 -64%
GC
8
Gratus Capital
Georgia
$256K +$248K +13,640 New
UBS Group
9
UBS Group
Switzerland
$117K +$80.7K +4,445 +247%
Osaic Holdings
10
Osaic Holdings
Arizona
$111K +$17.7K +973 +20%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$76.5K -$237K -13,033 -76%
Morgan Stanley
12
Morgan Stanley
New York
$30 +$18 +1 New
Jane Street
13
Jane Street
New York
-$2.99M -157,262 Closed
WP
14
WealthPLAN Partners
Nebraska
-$2.73M -143,256 Closed
IA
15
IFP Advisors
Florida
-$821K -43,102 Closed
Citadel Advisors
16
Citadel Advisors
Florida
-$637K -33,465 Closed
FTUS
17
Flow Traders U.S.
New York
-$237K -12,475 Closed
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
-$231K -12,128 Closed
ASN
19
Advisory Services Network
Georgia
-$267 -14 Closed

MCH Hedge Fund Activity: Q1 2024 in Review

12 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q1 2024, worth a combined $12M — down 36% from $18.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCH and 2 opened new positions — a net loss of 5 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Kelman-Lazarov Inc, adding an estimated $1.73M. The largest seller was Jane Street, exiting entirely with an estimated $2.99M sold.

  • 12 institutional investors held Matthews China Active ETF (MCH) as of Q1 2024, down from 17 in Q4 2023.
  • Funds reported $12M of Matthews China Active ETF stock for Q1 2024, down 36% quarter-over-quarter.
  • 2 funds opened new Matthews China Active ETF positions in Q1 2024 and 7 closed out, a net change of -5 holders.
  • The largest Matthews China Active ETF buyer in Q1 2024 was Kelman-Lazarov Inc, an estimated $1.73M added.
  • The largest Matthews China Active ETF seller in Q1 2024 was Jane Street, an estimated $2.99M sold.

Based on aggregated 13F filings for Q1 2024.