Matthews Asia Innovators Active ETF
MINV
11 hedge funds and large institutions have $110M invested in Matthews Asia Innovators Active ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $116M → $110M (-$5.56M)
1.26% less ownership
Funds ownership: 82.14% → 80.88% (-1.3%)
15% less funds holding
Funds holding: 13 → 11 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.38M |
| 2 |
LJAC
L.J. Altfest & Co
New York
|
+$940K |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$790K |
| 4 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$344K |
| 5 |
SI
Saxon Interests
Houston,
Texas
|
+$143K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$1.19M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$1.13M |
| 3 |
Jane Street
New York
|
-$479K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$239K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Corient Private Wealth
Miami,
Florida
| $26.2M | -$1.13M | -47,428 | -4% |
|
|
LJAC
2
L.J. Altfest & Co
New York
| $25.4M | +$940K | +39,557 | +4% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $21.1M | -$1.19M | -50,045 | -5% |
|
|
AFA
4
Arlington Financial Advisors
Santa Barbara,
California
| $18.6M | +$790K | +33,227 | +4% |
|
|
TWM
5
TMD Wealth Management
Scottsdale,
Arizona
| $14.6M | +$344K | +14,481 | +2% |
|
|
SI
6
Saxon Interests
Houston,
Texas
| $2.41M | +$143K | +6,031 | +6% |
|
|
AWM
7
Apollon Wealth Management
Mount Pleasant,
South Carolina
| $1.38M | +$1.38M | +58,024 | New |
|
|
MC
8
Matisse Capital
Portland,
Oregon
| $382K | +$54.7K | +2,300 | +17% |
|
|
AWS
9
Atria Wealth Solutions
New York
| $211K | +$9.96K | +419 | +5% |
|
|
HWA
10
HHM Wealth Advisors
Chattanooga,
Tennessee
| $28.8K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $878 | +$880 | +37 | New |
|
|
12
Jane Street
New York
| – | -$479K | -19,353 | Closed |
|
|
FTUS
13
Flow Traders U.S.
New York
| – | -$239K | -9,669 | Closed |
|
|
14
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$10.9K | -441 | Closed |
|
MINV Hedge Fund Activity: Q2 2023 in Review
11 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Matthews Asia Innovators Active ETF (MINV) for Q2 2023, worth a combined $110M — down 4.8% from $116M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MINV and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 6 added.
The largest buyer was Apollon Wealth Management, opening a new position worth an estimated $1.38M. The largest seller was HighTower Advisors, cutting an estimated $1.19M.
- 11 institutional investors held Matthews Asia Innovators Active ETF (MINV) as of Q2 2023, down from 13 in Q1 2023.
- Funds reported $110M of Matthews Asia Innovators Active ETF stock for Q2 2023, down 4.8% quarter-over-quarter.
- 2 funds opened new Matthews Asia Innovators Active ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Matthews Asia Innovators Active ETF buyer in Q2 2023 was Apollon Wealth Management, an estimated $1.38M added.
- The largest Matthews Asia Innovators Active ETF seller in Q2 2023 was HighTower Advisors, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2023.