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MCH Institutional Ownership

Matthews China Active ETF
1W: -3.2% 1M: -5.9% 3M: -6.0% YTD: -8.8% 1Y: -11.1% 3Y: +37.0%
$26.65
-0.39 (-1.44%)
 
Weekly Expected Move ±2.1%
$26 $26 $27 $27 $28
ETF AMEX · AUM $22.0M

Institutional Ownership — MCH

18
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
15M
Total Invested
1
New Positions
7
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (19 total)

# Holder Shares Value Change Change % Holding Period Filing
1 OLD MISSION CAPITAL LLC 131,123 3M +13,748 +11.7% 7Q SEC ↗
2 Merkkuri Wealth Advisors LLC 83,616 2M +12,327 +17.3% 6Q SEC ↗
3 Welch Financial Planning, LLC 78,715 2M -1,209 -1.5% 3Q SEC ↗
4 Summit Place Financial Advisors, LLC 76,165 2M +2,320 +3.1% 11Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 26,184 698K -1,205 -4.4% 5Q SEC ↗
6 Kestra Advisory Services, LLC 25,304 674K +9,046 +55.6% 5Q SEC ↗
7 Chicago Partners Investment Group LLC 19,072 508K — +0.0% 5Q SEC ↗
8 J.E. Simmons & Co., P.C. 17,915 477K -1,337 -6.9% 3Q SEC ↗
9 CITADEL ADVISORS LLC 17,710 472K +2,877 +19.4% 2Q SEC ↗
10 JANE STREET GROUP, LLC 12,541 334K +3,573 +39.8% 2Q SEC ↗
11 Integrity Wealth Solutions LLC 11,642 310K — +0.0% 6Q SEC ↗
12 UBS Group AG 7,321 195K — +0.0% 15Q SEC ↗
13 Farther Finance Advisors, LLC 2,540 68K — +0.0% 8Q SEC ↗
14 OSAIC HOLDINGS, INC. 1,800 48K +1,600 +800.0% 3Q SEC ↗
15 Rockefeller Capital Management L.P. 1,000 27K -500 -33.3% 4Q SEC ↗
16 Continuum Advisory, LLC NEW 676 18K — +0.0% 1Q SEC ↗
17 MORGAN STANLEY 1 0K — +0.0% 10Q SEC ↗
18 ALTFEST L J & CO INC 0 0K -8,868 -100.0% 15Q SEC ↗
19 BRIDGE GENERATIONS WEALTH MANAGEMENT L 0 0K -10 -100.0% 5Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
Continuum Advisory, LLC 676 18K
Sold Out (2)
HolderPrev SharesPrev Value
ALTFEST L J & CO INC 8,868 236K
BRIDGE GENERATIONS WEALTH MANAGEMEN 10 0K
Biggest Increases (7)
HolderAddedChange %Total Shares
OLD MISSION CAPITAL LLC +13,748 +11.7% 131,123
Merkkuri Wealth Advisors LLC +12,327 +17.3% 83,616
Kestra Advisory Services, LLC +9,046 +55.6% 25,304
JANE STREET GROUP, LLC +3,573 +39.8% 12,541
CITADEL ADVISORS LLC +2,877 +19.4% 17,710
Summit Place Financial Advisors, LL +2,320 +3.1% 76,165
OSAIC HOLDINGS, INC. +1,600 +800.0% 1,800
Biggest Decreases (4)
HolderReducedChange %Total Shares
J.E. Simmons & Co., P.C. -1,337 -6.9% 17,915
Welch Financial Planning, LLC -1,209 -1.5% 78,715
SUSQUEHANNA INTERNATIONAL GROUP, LL -1,205 -4.4% 26,184
Rockefeller Capital Management L.P. -500 -33.3% 1,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms