Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
7 hedge funds and large institutions have $102M invested in Mohr Growth ETF in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
6% more capital invested
Capital invested by funds: $96.4M → $102M (+$5.93M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$13.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$252K |
| 3 |
LAM
LifePro Asset Management
San Diego,
California
|
+$249K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$151K |
| 5 |
JP Morgan Chase
New York
|
+$235 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$7.33M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$572K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$59.9K |
| 4 |
Rockefeller Capital Management
New York
|
-$18K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $101M | +$13.1M | +671,219 | +15% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $649K | -$7.33M | -374,938 | -92% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $422K | +$151K | +7,703 | +56% |
|
|
4
Citadel Advisors
Miami,
Florida
| $253K | +$252K | +12,900 | New |
|
|
LAM
5
LifePro Asset Management
San Diego,
California
| $250K | +$249K | +12,734 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $17.4K | -$59.9K | -3,062 | -77% |
|
|
GM
7
GeoWealth Management
Chicago,
Illinois
| – | -$572K | -29,241 | Closed |
|
|
8
Rockefeller Capital Management
New York
| – | -$18K | -928 | Closed |
|
|
9
JP Morgan Chase
New York
| – | +$235 | +12 | New |
|
MOHR Hedge Fund Activity: Q4 2022 in Review
7 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q4 2022, worth a combined $102M — up 6.1% from $96.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MOHR positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $13.1M. The largest seller was Foundations Investment Advisors, cutting an estimated $7.33M.
- 7 institutional investors held Mohr Growth ETF (MOHR) as of Q4 2022, up from 6 in Q3 2022.
- Funds reported $102M of Mohr Growth ETF stock for Q4 2022, up 6.1% quarter-over-quarter.
- 3 funds opened new Mohr Growth ETF positions in Q4 2022 and 2 closed out, a net change of +1 holder.
- The largest Mohr Growth ETF buyer in Q4 2022 was AE Wealth Management, an estimated $13.1M added.
- The largest Mohr Growth ETF seller in Q4 2022 was Foundations Investment Advisors, an estimated $7.33M sold.
Based on aggregated 13F filings for Q4 2022.