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Matthews Asia Innovators Active ETF

16 hedge funds and large institutions have $43M invested in Matthews Asia Innovators Active ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

7% more funds holding

Funds holding: 1516 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.03% less ownership

Funds ownership: 73.46%64.43% (-9%)

30% less capital invested

Capital invested by funds: $61.9M → $43M (-$18.9M)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
6
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$27.8M +$4.53M +187,779 +21%
Corient Private Wealth
2
Corient Private Wealth
Florida
$5.77M -$813K -33,677 -13%
OMC
3
Old Mission Capital
Illinois
$3.69M +$1.71M +70,791 +94%
Jane Street
4
Jane Street
New York
$1.48M -$21M -870,768 -94%
NIWA
5
New Insight Wealth Advisors
California
$1.13M +$16.5K +683 +2%
HighTower Advisors
6
HighTower Advisors
Illinois
$935K +$180K +7,439 +25%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$767K +$731K +30,271 New
MC
8
Matisse Capital
Oregon
$452K
Citadel Advisors
9
Citadel Advisors
Florida
$368K -$1.16M -47,859 -77%
SPA
10
Sentinel Pension Advisors
Massachusetts
$320K +$23.6K +976 +8%
TI
11
Tidal Investments
Wisconsin
$237K +$8.5K +352 +4%
HWA
12
HHM Wealth Advisors
Tennessee
$30.6K
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$23K
UBS Group
14
UBS Group
Switzerland
$3.86K -$39.6K -1,642 -91%
HI
15
Harbour Investments
Wisconsin
$3.1K +$2.97K +123 New
Morgan Stanley
16
Morgan Stanley
New York
$25 +$24 +1 New
FTUS
17
Flow Traders U.S.
New York
-$5.19M -221,865 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$1.4M -59,657 Closed

MINV Hedge Fund Activity: Q1 2024 in Review

16 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Matthews Asia Innovators Active ETF (MINV) for Q1 2024, worth a combined $43M — down 30% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MINV positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 4 trimmed.

The largest buyer was L.J. Altfest & Co, adding an estimated $4.53M. The largest seller was Jane Street, cutting an estimated $21M.

  • 16 institutional investors held Matthews Asia Innovators Active ETF (MINV) as of Q1 2024, up from 15 in Q4 2023.
  • Funds reported $43M of Matthews Asia Innovators Active ETF stock for Q1 2024, down 30% quarter-over-quarter.
  • 3 funds opened new Matthews Asia Innovators Active ETF positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Matthews Asia Innovators Active ETF buyer in Q1 2024 was L.J. Altfest & Co, an estimated $4.53M added.
  • The largest Matthews Asia Innovators Active ETF seller in Q1 2024 was Jane Street, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2024.