Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
8 hedge funds and large institutions have $72.8M invested in Mohr Growth ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less capital invested
Capital invested by funds: $80.6M → $72.8M (-$7.8M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$337K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$11.1K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.67K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$13.3M |
| 2 |
GS
GTS Securities
New York
|
-$901K |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$584K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $53.6M | -$13.3M | -710,127 | -21% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $17.6M | -$584K | -31,207 | -3% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $513K | +$11.1K | +594 | +2% |
|
|
GS
4
GTS Securities
New York
| $428K | -$901K | -48,095 | -69% |
|
|
5
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| $358K | +$337K | +17,983 | New |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $259K | -$75K | -4,007 | -24% |
|
|
7
UBS Group
Zurich,
Switzerland
| $6.04K | +$5.67K | +303 | New |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $1.27K | +$1.2K | +64 | New |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$301K | -16,378 | Closed |
|
|
FTUS
10
Flow Traders U.S.
New York
| – | -$300K | -16,300 | Closed |
|
MOHR Hedge Fund Activity: Q4 2023 in Review
8 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q4 2023, worth a combined $72.8M — down 9.7% from $80.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MOHR positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $337K. The largest seller was AE Wealth Management, cutting an estimated $13.3M.
- 8 institutional investors held Mohr Growth ETF (MOHR) as of Q4 2023, up from 7 in Q3 2023.
- Funds reported $72.8M of Mohr Growth ETF stock for Q4 2023, down 9.7% quarter-over-quarter.
- 3 funds opened new Mohr Growth ETF positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Mohr Growth ETF buyer in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $337K added.
- The largest Mohr Growth ETF seller in Q4 2023 was AE Wealth Management, an estimated $13.3M sold.
Based on aggregated 13F filings for Q4 2023.