Mohr Sector Nav ETF
SNAV
4 hedge funds and large institutions have $39.5M invested in Mohr Sector Nav ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
62% more capital invested
Capital invested by funds: $24.5M → $39.5M (+$15.1M)
33% more funds holding
Funds holding: 3 → 4 (+1)
2.58% more ownership
Funds ownership: 92.61% → 95.18% (+2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.4M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$251K |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$60.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $31.8M | +$12.4M | +481,489 | +70% |
|
|
BAM
2
Belpointe Asset Management
Reno,
Nevada
| $7.25M | +$60.6K | +2,356 | +0.9% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $265K | +$251K | +9,750 | New |
|
|
GS
4
GTS Securities
New York
| $232K | +$220K | +8,560 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$459K | -18,248 | Closed |
|
SNAV Hedge Fund Activity: Q2 2023 in Review
4 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Mohr Sector Nav ETF (SNAV) for Q2 2023, worth a combined $39.5M — up 62% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new SNAV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $12.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $459K sold.
- 4 institutional investors held Mohr Sector Nav ETF (SNAV) as of Q2 2023, up from 3 in Q1 2023.
- Funds reported $39.5M of Mohr Sector Nav ETF stock for Q2 2023, up 62% quarter-over-quarter.
- 2 funds opened new Mohr Sector Nav ETF positions in Q2 2023 and 1 closed out, a net change of +1 holder.
- The largest Mohr Sector Nav ETF buyer in Q2 2023 was AE Wealth Management, an estimated $12.4M added.
- The largest Mohr Sector Nav ETF seller in Q2 2023 was Citadel Advisors, an estimated $459K sold.
Based on aggregated 13F filings for Q2 2023.