Mohr Growth ETF
MOHR
MOHR was delisted on the 27th of September, 2024.
7 hedge funds and large institutions have $38.9M invested in Mohr Growth ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 6 closing their positions.
30% less funds holding
Funds holding: 10 → 7 (-3)
31% less capital invested
Capital invested by funds: $56.4M → $38.9M (-$17.6M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$982K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$408K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$43 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$18.8M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.04M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$393K |
| 4 |
OWG
Oxford Wealth Group
Orlando,
Florida
|
-$351K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $30.6M | -$4.04M | -188,150 | -12% |
|
|
ECA
2
Elevation Capital Advisory
Bend,
Oregon
| $6.11M | +$6.13M | +285,750 | New |
|
|
3
Goldman Sachs
New York
| $1.25M | +$982K | +45,749 | +356% |
|
|
GS
4
GTS Securities
New York
| $476K | -$204K | -9,506 | -30% |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $407K | +$408K | +19,031 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $43 | +$43 | +2 | New |
|
7
Morgan Stanley
New York
| $33 | -$1.07K | -50 | -98% |
|
|
AWA
8
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$18.8M | -857,780 | Closed |
|
|
FIA
9
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$393K | -17,874 | Closed |
|
|
OWG
10
Oxford Wealth Group
Orlando,
Florida
| – | -$351K | -15,981 | Closed |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$291K | -13,236 | Closed |
|
|
SIS
12
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$40.9K | -1,863 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$944 | -43 | Closed |
|
MOHR Hedge Fund Activity: Q2 2024 in Review
7 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Mohr Growth ETF (MOHR) for Q2 2024, worth a combined $38.9M — down 31% from $56.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MOHR and 3 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Goldman Sachs, adding an estimated $982K. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $18.8M sold.
- 7 institutional investors held Mohr Growth ETF (MOHR) as of Q2 2024, down from 10 in Q1 2024.
- Funds reported $38.9M of Mohr Growth ETF stock for Q2 2024, down 31% quarter-over-quarter.
- 3 funds opened new Mohr Growth ETF positions in Q2 2024 and 6 closed out, a net change of -3 holders.
- The largest Mohr Growth ETF buyer in Q2 2024 was Goldman Sachs, an estimated $982K added.
- The largest Mohr Growth ETF seller in Q2 2024 was Authentikos Wealth Advisory, an estimated $18.8M sold.
Based on aggregated 13F filings for Q2 2024.