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Matthews Asia Innovators Active ETF

12 hedge funds and large institutions have $42.3M invested in Matthews Asia Innovators Active ETF in 2024 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $43.3M → $42.3M (-$1.06M)

2.39% less ownership

Funds ownership: 60.58%58.19% (-2.4%)

20% less funds holding

Funds holding: 1512 (-3)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
1
L.J. Altfest & Co
New York
$32.2M +$535K +19,980 +2%
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.89M -$243K -9,072 -6%
OMC
3
Old Mission Capital
Illinois
$2.12M -$1.43M -53,358 -42%
NIWA
4
New Insight Wealth Advisors
California
$1.33M +$8.28K +309 +0.7%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.09M +$19K +711 +2%
MC
6
Matisse Capital
Oregon
$454K -$13.4K -500 -3%
SPA
7
Sentinel Pension Advisors
Massachusetts
$445K +$46.2K +1,725 +12%
Citadel Advisors
8
Citadel Advisors
Florida
$438K -$135K -5,045 -25%
TI
9
Tidal Investments
Wisconsin
$268K -$27 -1 -0%
HWA
10
HHM Wealth Advisors
Tennessee
$34.6K
HI
11
Harbour Investments
Wisconsin
$6.64K -$8.97K -335 -59%
Morgan Stanley
12
Morgan Stanley
New York
$32
FTUS
13
Flow Traders U.S.
New York
-$1.37M -50,736 Closed
Jane Street
14
Jane Street
New York
-$655K -24,251 Closed
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
-$25K -915 Closed

MINV Hedge Fund Activity: Q3 2024 in Review

12 of the 6,968 institutional investors tracked by Wall St. Rank reported a position in Matthews Asia Innovators Active ETF (MINV) for Q3 2024, worth a combined $42.3M — down 2.4% from $43.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MINV and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was L.J. Altfest & Co, adding an estimated $535K. The largest seller was Old Mission Capital, cutting an estimated $1.43M.

  • 12 institutional investors held Matthews Asia Innovators Active ETF (MINV) as of Q3 2024, down from 15 in Q2 2024.
  • Funds reported $42.3M of Matthews Asia Innovators Active ETF stock for Q3 2024, down 2.4% quarter-over-quarter.
  • 0 funds opened new Matthews Asia Innovators Active ETF positions in Q3 2024 and 3 closed out, a net change of -3 holders.
  • The largest Matthews Asia Innovators Active ETF buyer in Q3 2024 was L.J. Altfest & Co, an estimated $535K added.
  • The largest Matthews Asia Innovators Active ETF seller in Q3 2024 was Old Mission Capital, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2024.