Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
6 hedge funds and large institutions have $88.6M invested in Mohr Growth ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $98.2M → $88.6M (-$9.63M)
14% less funds holding
Funds holding: 7 → 6 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$908K |
| 2 |
SHFP
Second Half Financial Partners
Sebring,
Florida
|
+$740K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.6M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$773K |
| 3 |
LAM
LifePro Asset Management
San Diego,
California
|
-$250K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$224K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$74.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $66.1M | -$11.6M | -596,297 | -15% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $19.5M | -$773K | -39,853 | -4% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.98M | +$908K | +46,812 | +88% |
|
|
SHFP
4
Second Half Financial Partners
Sebring,
Florida
| $755K | +$740K | +38,156 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $271K | +$266K | +13,711 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $7.52K | -$74.6K | -3,847 | -91% |
|
|
LAM
7
LifePro Asset Management
San Diego,
California
| – | -$250K | -12,734 | Closed |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$224K | -7,507 | Closed |
|
|
VF
9
VitalStone Financial
Shavano Park,
Texas
| – | -$36K | -1,410 | Closed |
|
MOHR Hedge Fund Activity: Q2 2023 in Review
6 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q2 2023, worth a combined $88.6M — down 9.8% from $98.2M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MOHR and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $908K. The largest seller was AE Wealth Management, cutting an estimated $11.6M.
- 6 institutional investors held Mohr Growth ETF (MOHR) as of Q2 2023, down from 7 in Q1 2023.
- Funds reported $88.6M of Mohr Growth ETF stock for Q2 2023, down 9.8% quarter-over-quarter.
- 2 funds opened new Mohr Growth ETF positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest Mohr Growth ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $908K added.
- The largest Mohr Growth ETF seller in Q2 2023 was AE Wealth Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2023.