Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
10 hedge funds and large institutions have $56.4M invested in Mohr Growth ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22% less capital invested
Capital invested by funds: $72.8M → $56.4M (-$16.3M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$277K |
| 2 |
Goldman Sachs
New York
|
+$270K |
| 3 |
GS
GTS Securities
New York
|
+$215K |
| 4 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$39K |
| 5 |
Morgan Stanley
New York
|
+$1.07K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$20.9M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$565K |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$358K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$259K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $35.6M | -$20.9M | -995,408 | -38% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $18.8M | -$565K | -26,972 | -3% |
|
|
GS
3
GTS Securities
New York
| $697K | +$215K | +10,283 | +48% |
|
|
FIA
4
Foundations Investment Advisors
Phoenix,
Arizona
| $393K | -$146K | -6,950 | -28% |
|
|
OWG
5
Oxford Wealth Group
Orlando,
Florida
| $351K | +$335K | +15,981 | New |
|
|
6
Citadel Advisors
Miami,
Florida
| $291K | +$277K | +13,236 | New |
|
|
7
Goldman Sachs
New York
| $283K | +$270K | +12,864 | New |
|
|
SIS
8
Sound Income Strategies
Ft Lauderdale,
Florida
| $40.9K | +$39K | +1,863 | New |
|
|
9
Morgan Stanley
New York
| $1.13K | +$1.07K | +51 | New |
|
10
UBS Group
Zurich,
Switzerland
| $944 | -$5.45K | -260 | -86% |
|
|
11
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$358K | -17,983 | Closed |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$259K | -13,004 | Closed |
|
13
Fidelity Investments
Boston,
Massachusetts
| – | -$1.27K | -64 | Closed |
|
MOHR Hedge Fund Activity: Q1 2024 in Review
10 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q1 2024, worth a combined $56.4M — down 22% from $72.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MOHR positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $277K. The largest seller was AE Wealth Management, cutting an estimated $20.9M.
- 10 institutional investors held Mohr Growth ETF (MOHR) as of Q1 2024, up from 8 in Q4 2023.
- Funds reported $56.4M of Mohr Growth ETF stock for Q1 2024, down 22% quarter-over-quarter.
- 5 funds opened new Mohr Growth ETF positions in Q1 2024 and 3 closed out, a net change of +2 holders.
- The largest Mohr Growth ETF buyer in Q1 2024 was Citadel Advisors, an estimated $277K added.
- The largest Mohr Growth ETF seller in Q1 2024 was AE Wealth Management, an estimated $20.9M sold.
Based on aggregated 13F filings for Q1 2024.