Matthews China Active ETF
12 hedge funds and large institutions have $15.2M invested in Matthews China Active ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
27% more capital invested
Capital invested by funds: $12M → $15.2M (+$3.2M)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
5.76% more ownership
Funds ownership: 56.13% → 61.88% (+5.8%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
+$2.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$745K |
| 3 |
Jane Street
New York
|
+$731K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$84.2K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gratus Capital
Atlanta,
Georgia
|
-$256K |
| 2 |
SPFA
Summit Place Financial Advisors
Summit,
New Jersey
|
-$187K |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$125K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$76.5K |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
-$63.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KLI
1
Kelman-Lazarov Inc
Memphis,
Tennessee
| $9.12M | +$2.2M | +109,586 | +30% |
|
|
2
MML Investors Services
Springfield,
Massachusetts
| $1.87M | +$84.2K | +4,200 | +5% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.19M | +$745K | +37,157 | +151% |
|
|
SPFA
4
Summit Place Financial Advisors
Summit,
New Jersey
| $978K | -$187K | -9,320 | -15% |
|
|
5
Jane Street
New York
| $701K | +$731K | +36,458 | New |
|
|
GWM
6
Greenwich Wealth Management
Greenwich,
Connecticut
| $564K | -$125K | -6,228 | -17% |
|
|
OMC
7
Old Mission Capital
Chicago,
Illinois
| $300K | +$28.9K | +1,442 | +10% |
|
|
LJAC
8
L.J. Altfest & Co
New York
| $262K | -$63.6K | -3,172 | -19% |
|
9
UBS Group
Zurich,
Switzerland
| $125K | +$5.25K | +262 | +4% |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $105K | -$8.14K | -406 | -7% |
|
11
Morgan Stanley
New York
| $30 | – | – | – |
|
12
Fidelity Investments
Boston,
Massachusetts
| $19 | +$20 | +1 | New |
|
|
GC
13
Gratus Capital
Atlanta,
Georgia
| – | -$256K | -13,640 | Closed |
|
|
14
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$76.5K | -4,067 | Closed |
|
MCH Hedge Fund Activity: Q2 2024 in Review
12 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Matthews China Active ETF (MCH) for Q2 2024, worth a combined $15.2M — up 27% from $12M a quarter earlier.
Fund positioning in MCH was balanced in Q2 2024: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was Kelman-Lazarov Inc, adding an estimated $2.2M. The largest seller was Gratus Capital, exiting entirely with an estimated $256K sold.
- 12 institutional investors held Matthews China Active ETF (MCH) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $15.2M of Matthews China Active ETF stock for Q2 2024, up 27% quarter-over-quarter.
- 2 funds opened new Matthews China Active ETF positions in Q2 2024 and 2 closed out, a net change of 0 holders.
- The largest Matthews China Active ETF buyer in Q2 2024 was Kelman-Lazarov Inc, an estimated $2.2M added.
- The largest Matthews China Active ETF seller in Q2 2024 was Gratus Capital, an estimated $256K sold.
Based on aggregated 13F filings for Q2 2024.