EMSF Institutional Ownership
Matthews Emerging Markets Sustainable Future Active ETF EMSF
1W: -0.5%
1M: +1.4%
3M: -2.9%
YTD: +36.3%
1Y: +45.2%
3Y: +76.3%
$39.88
+0.47 (+1.18%)
Weekly Expected Move ±3.3%
$37
$39
$40
$41
$43
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Institutional Ownership — EMSF
17
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
4
New Positions
3
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Pacific Financial | 540,400 | $22M | -61,698 | -10.2% | 11Q | SEC ↗ |
| 2 | RWA WEALTH PARTNERS, LLC | 103,903 | $4M | -7,507 | -6.7% | 11Q | SEC ↗ |
| 3 | BSW Wealth Partners | 51,116 | $2M | -7,575 | -12.9% | 5Q | SEC ↗ |
| 4 | PFG Investments, LLC | 33,285 | $1M | +8,117 | +32.3% | 4Q | SEC ↗ |
| 5 | MORGAN STANLEY | 30,665 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 6 | SILVER OAK SECURITIES, INCORPORATED NEW | 23,108 | $922K | — | +0.0% | 1Q | SEC ↗ |
| 7 | CITADEL ADVISORS LLC | 18,506 | $738K | -28,750 | -60.8% | 5Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC | 13,342 | $532K | -9,509 | -41.6% | 2Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,710 | $467K | +1,715 | +17.2% | 11Q | SEC ↗ |
| 10 | EP Wealth Advisors, LLC | 8,963 | $357K | -44 | -0.5% | 2Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC NEW | 7,378 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Rollins Financial Advisors, LLC NEW | 7,236 | $289K | — | +0.0% | 1Q | SEC ↗ |
| 13 | Dynamic Advisor Solutions LLC | 7,150 | $285K | -82 | -1.1% | 2Q | SEC ↗ |
| 14 | Odyssey Group, LLC NEW | 4,720 | $188K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Sankala Group LLC | 3,773 | $150K | -715 | -15.9% | 3Q | SEC ↗ |
| 16 | UBS Group AG | 178 | $7K | +148 | +493.3% | 2Q | SEC ↗ |
| 17 | Addison Advisors LLC | 0 | $0K | -690 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| SILVER OAK SECURITIES, INCORPORATED | 23,108 | $922K |
| JANE STREET GROUP, LLC | 7,378 | $294K |
| Rollins Financial Advisors, LLC | 7,236 | $289K |
| Odyssey Group, LLC | 4,720 | $188K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Addison Advisors LLC | 690 | $28K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| PFG Investments, LLC | +8,117 | +32.3% | 33,285 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +1,715 | +17.2% | 11,710 |
| UBS Group AG | +148 | +493.3% | 178 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| First Pacific Financial | -61,698 | -10.2% | 540,400 |
| CITADEL ADVISORS LLC | -28,750 | -60.8% | 18,506 |
| OLD MISSION CAPITAL LLC | -9,509 | -41.6% | 13,342 |
| BSW Wealth Partners | -7,575 | -12.9% | 51,116 |
| RWA WEALTH PARTNERS, LLC | -7,507 | -6.7% | 103,903 |
| Sankala Group LLC | -715 | -15.9% | 3,773 |
| Dynamic Advisor Solutions LLC | -82 | -1.1% | 7,150 |
| EP Wealth Advisors, LLC | -44 | -0.5% | 8,963 |