Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
7 hedge funds and large institutions have $98.2M invested in Mohr Growth ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 3 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0% more funds holding
Funds holding: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less capital invested
Capital invested by funds: $102M → $98.2M (-$4.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$393K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$146K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$64.9K |
| 4 |
VF
VitalStone Financial
Shavano Park,
Texas
|
+$27.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$23.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$422K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$253K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $76.5M | -$23.5M | -1,205,682 | -23% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $20.1M | +$19.9M | +1,024,398 | New |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.04M | +$393K | +20,212 | +61% |
|
|
LAM
4
LifePro Asset Management
San Diego,
California
| $250K | – | – | – |
|
|
5
Ameriprise
Minneapolis,
Minnesota
| $224K | +$146K | +7,507 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $82.2K | +$64.9K | +3,338 | +375% |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| $36K | +$27.4K | +1,410 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$422K | -21,518 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$253K | -12,900 | Closed |
|
MOHR Hedge Fund Activity: Q1 2023 in Review
7 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q1 2023, worth a combined $98.2M — down 4% from $102M a quarter earlier.
Fund positioning in MOHR was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 1 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $393K. The largest seller was AE Wealth Management, cutting an estimated $23.5M.
- 7 institutional investors held Mohr Growth ETF (MOHR) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $98.2M of Mohr Growth ETF stock for Q1 2023, down 4% quarter-over-quarter.
- 3 funds opened new Mohr Growth ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
- The largest Mohr Growth ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $393K added.
- The largest Mohr Growth ETF seller in Q1 2023 was AE Wealth Management, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2023.