Matthews Asia Innovators Active ETF
MINV
13 hedge funds and large institutions have $116M invested in Matthews Asia Innovators Active ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
44% more funds holding
Funds holding: 9 → 13 (+4)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
32% more capital invested
Capital invested by funds: $87.7M → $116M (+$28.2M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.88% less ownership
Funds ownership: 83.01% → 82.14% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$24M |
| 2 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$2.45M |
| 3 |
SI
Saxon Interests
Houston,
Texas
|
+$2.44M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$850K |
| 5 |
CWM
Catalyst Wealth Management
Atlanta,
Georgia
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$2.91M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.07M |
| 3 |
Jane Street
New York
|
-$51.9K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Corient Private Wealth
Miami,
Florida
| $28.5M | -$1.07M | -41,778 | -3% |
|
|
LJAC
2
L.J. Altfest & Co
New York
| $25.5M | +$850K | +33,256 | +3% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $23.3M | +$24M | +940,546 | New |
|
|
AFA
4
Arlington Financial Advisors
Santa Barbara,
California
| $18.6M | +$2.45M | +95,841 | +15% |
|
|
TWM
5
TMD Wealth Management
Scottsdale,
Arizona
| $14.9M | +$473K | +18,503 | +3% |
|
|
SI
6
Saxon Interests
Houston,
Texas
| $2.36M | +$2.44M | +95,432 | New |
|
|
CWM
7
Catalyst Wealth Management
Atlanta,
Georgia
| $1.45M | +$570K | +22,302 | +62% |
|
|
8
Jane Street
New York
| $479K | -$51.9K | -2,029 | -9% |
|
|
MC
9
Matisse Capital
Portland,
Oregon
| $342K | +$353K | +13,800 | New |
|
|
FTUS
10
Flow Traders U.S.
New York
| $239K | -$2.91M | -114,000 | -92% |
|
|
AWS
11
Atria Wealth Solutions
New York
| $210K | +$217K | +8,485 | New |
|
|
HWA
12
HHM Wealth Advisors
Chattanooga,
Tennessee
| $30.1K | – | – | – |
|
13
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10.9K | +$11.3K | +441 | New |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$1.85K | -76 | Closed |
|
MINV Hedge Fund Activity: Q1 2023 in Review
13 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Matthews Asia Innovators Active ETF (MINV) for Q1 2023, worth a combined $116M — up 32% from $87.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MINV positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $24M. The largest seller was Flow Traders U.S., cutting an estimated $2.91M.
- 13 institutional investors held Matthews Asia Innovators Active ETF (MINV) as of Q1 2023, up from 9 in Q4 2022.
- Funds reported $116M of Matthews Asia Innovators Active ETF stock for Q1 2023, up 32% quarter-over-quarter.
- 5 funds opened new Matthews Asia Innovators Active ETF positions in Q1 2023 and 1 closed out, a net change of +4 holders.
- The largest Matthews Asia Innovators Active ETF buyer in Q1 2023 was HighTower Advisors, an estimated $24M added.
- The largest Matthews Asia Innovators Active ETF seller in Q1 2023 was Flow Traders U.S., an estimated $2.91M sold.
Based on aggregated 13F filings for Q1 2023.