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Matthews Emerging Markets Equity Active ETF

19 hedge funds and large institutions have $32.3M invested in Matthews Emerging Markets Equity Active ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

333.42% more ownership

Funds ownership: 70.12%403.54% (+333%)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

4% less capital invested

Capital invested by funds: $33.8M → $32.3M (-$1.44M)

5% less funds holding

Funds holding: 2019 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$13.5M +$11.5M +389,387 +537%
BFA
2
Beaumont Financial Advisors
Massachusetts
$8.14M -$2.54M -85,808 -24%
JWM
3
JGP Wealth Management
Oregon
$4.43M +$4.21M +142,098 +1,545%
GWM
4
Greenwich Wealth Management
Connecticut
$2.07M +$847K +28,614 +68%
OMC
5
Old Mission Capital
Illinois
$1.5M -$893K -30,183 -37%
SC
6
Sierra Capital
Florida
$508K +$252K +8,500 +96%
USCWA
7
U.S. Capital Wealth Advisors
Texas
$507K +$189K +6,400 +59%
RRA
8
Round Rock Advisors
Connecticut
$498K
BFC
9
Bedel Financial Consulting
Indiana
$438K
MC
10
Matisse Capital
Oregon
$343K
Osaic Holdings
11
Osaic Holdings
Arizona
$144K +$4.56K +154 +3%
FFA
12
Farther Finance Advisors
California
$91.2K
DWM
13
Dynasty Wealth Management
Florida
$50.4K +$166M +5,598,210 New
HWA
14
HHM Wealth Advisors
Tennessee
$33.1K
UBS Group
15
UBS Group
Switzerland
$10.4K +$7.37K +249 +235%
RCM
16
Richardson Capital Management
Wisconsin
$4.69K +$4.74K +160 New
MTIC
17
Missouri Trust & Investment Company
Missouri
$4.13K +$4.17K +141 New
EWA
18
EverSource Wealth Advisors
Alabama
$2.96K
MFS
19
Mattson Financial Services
Michigan
$821 -$609K -20,592 -100%
GI
20
Gradient Investments
Minnesota
-$13.3M -458,829 Closed
BFA
21
Brown Financial Advisors
Ohio
-$893K -30,869 Closed
PW
22
Paladin Wealth
Minnesota
-$365K -12,611 Closed
CAS
23
Coppell Advisory Solutions
Texas
-$6.4K -220 Closed

MEM Hedge Fund Activity: Q1 2025 in Review

19 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Matthews Emerging Markets Equity Active ETF (MEM) for Q1 2025, worth a combined $32.3M — down 4.3% from $33.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MEM and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 7 added.

The largest buyer was Dynasty Wealth Management, opening a new position worth an estimated $166M. The largest seller was Gradient Investments, exiting entirely with an estimated $13.3M sold.

  • 19 institutional investors held Matthews Emerging Markets Equity Active ETF (MEM) as of Q1 2025, down from 20 in Q4 2024.
  • Funds reported $32.3M of Matthews Emerging Markets Equity Active ETF stock for Q1 2025, down 4.3% quarter-over-quarter.
  • 3 funds opened new Matthews Emerging Markets Equity Active ETF positions in Q1 2025 and 4 closed out, a net change of -1 holder.
  • The largest Matthews Emerging Markets Equity Active ETF buyer in Q1 2025 was Dynasty Wealth Management, an estimated $166M added.
  • The largest Matthews Emerging Markets Equity Active ETF seller in Q1 2025 was Gradient Investments, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2025.