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Matthews Emerging Markets Equity Active ETF

20 hedge funds and large institutions have $33.8M invested in Matthews Emerging Markets Equity Active ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

5% less funds holding

Funds holding: 2120 (-1)

5.55% less ownership

Funds ownership: 75.67%70.12% (-5.6%)

26% less capital invested

Capital invested by funds: $45.4M → $33.8M (-$11.6M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$13.3M +$624K +19,390 +4%
BFA
2
Beaumont Financial Advisors
Massachusetts
$10.5M -$5.02M -156,113 -30%
OMC
3
Old Mission Capital
Illinois
$2.36M -$2.39M -74,360 -48%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.1M +$1.43M +44,482 +158%
GWM
5
Greenwich Wealth Management
Connecticut
$1.21M +$63.9K +1,985 +5%
BFA
6
Brown Financial Advisors
Ohio
$893K -$38.4K -1,194 -4%
MFS
7
Mattson Financial Services
Michigan
$681K -$13.5K -419 -2%
RRA
8
Round Rock Advisors
Connecticut
$492K
BFC
9
Bedel Financial Consulting
Indiana
$426K
PW
10
Paladin Wealth
Minnesota
$365K +$14.7K +457 +4%
MC
11
Matisse Capital
Oregon
$338K
USCWA
12
U.S. Capital Wealth Advisors
Texas
$315K +$9.65K +300 +3%
JWM
13
JGP Wealth Management
Oregon
$266K +$296K +9,195 New
SC
14
Sierra Capital
Florida
$256K +$20.4K +634 +8%
Osaic Holdings
15
Osaic Holdings
Arizona
$138K +$87.7K +2,727 +134%
FFA
16
Farther Finance Advisors
California
$89.7K -$8.53K -265 -8%
HWA
17
HHM Wealth Advisors
Tennessee
$32.7K
CAS
18
Coppell Advisory Solutions
Texas
$6.4K +$7.08K +220 New
UBS Group
19
UBS Group
Switzerland
$3.07K -$16.9K -526 -83%
EWA
20
EverSource Wealth Advisors
Alabama
$2.92K
FTUS
21
Flow Traders U.S.
New York
-$1.97M -59,723 Closed
IA
22
IFP Advisors
Florida
-$1.06K -32 Closed
HI
23
Harbour Investments
Wisconsin
-$462 -14 Closed

MEM Hedge Fund Activity: Q4 2024 in Review

20 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Matthews Emerging Markets Equity Active ETF (MEM) for Q4 2024, worth a combined $33.8M — down 26% from $45.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MEM and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.43M. The largest seller was Beaumont Financial Advisors, cutting an estimated $5.02M.

  • 20 institutional investors held Matthews Emerging Markets Equity Active ETF (MEM) as of Q4 2024, down from 21 in Q3 2024.
  • Funds reported $33.8M of Matthews Emerging Markets Equity Active ETF stock for Q4 2024, down 26% quarter-over-quarter.
  • 2 funds opened new Matthews Emerging Markets Equity Active ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
  • The largest Matthews Emerging Markets Equity Active ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.43M added.
  • The largest Matthews Emerging Markets Equity Active ETF seller in Q4 2024 was Beaumont Financial Advisors, an estimated $5.02M sold.

Based on aggregated 13F filings for Q4 2024.