MINV Institutional Ownership
Matthews Asia Innovators Active ETF
1W: -1.2%
1M: -0.2%
3M: -11.4%
YTD: +33.6%
1Y: +31.3%
3Y: +125.7%
$48.70
+0.15 (+0.31%)
Weekly Expected Move ±2.9%
$46
$47
$49
$50
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MINV
30
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
116M
Total Invested
13
New Positions
7
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (31 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | 913,380 | 44M | -16,212 | -1.7% | 16Q | SEC ↗ |
| 2 | NATIONAL BANK OF CANADA /FI | 507,150 | 25M | +29,809 | +6.2% | 2Q | SEC ↗ |
| 3 | Geneos Wealth Management Inc. | 91,265 | 4M | +11,787 | +14.8% | 5Q | SEC ↗ |
| 4 | Choate Investment Advisors NEW | 81,742 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 5 | New Insight Wealth Advisors | 69,282 | 3M | +26,818 | +63.2% | 11Q | SEC ↗ |
| 6 | OLD MISSION CAPITAL LLC | 67,118 | 3M | +21,812 | +48.1% | 3Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 60,060 | 3M | +1,227 | +2.1% | 4Q | SEC ↗ |
| 8 | J.E. Simmons & Co., P.C. | 34,625 | 2M | -822 | -2.3% | 3Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 32,293 | 2M | -6,536 | -16.8% | 2Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 30,742 | 1M | -10,588 | -25.6% | 3Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC NEW | 28,689 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Matisse Capital | 18,505 | 901K | +4,058 | +28.1% | 14Q | SEC ↗ |
| 13 | SENTINEL PENSION ADVISORS, LLC | 15,903 | 774K | — | +0.0% | 12Q | SEC ↗ |
| 14 | QUANTIFY CHAOS ADVISORS, LLC | 8,939 | 435K | +49 | +0.6% | 3Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC NEW | 8,268 | 403K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Astoria Portfolio Advisors LLC. NEW | 7,845 | 382K | — | +0.0% | 1Q | SEC ↗ |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 6,599 | 321K | — | +0.0% | 1Q | SEC ↗ |
| 18 | HARBOUR INVESTMENTS, INC. | 5,172 | 252K | -219 | -4.1% | 10Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC NEW | 4,958 | 241K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Goelzer Investment Management, Inc. NEW | 4,884 | 238K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Lido Advisors, LLC NEW | 4,055 | 197K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Ameritas Advisory Services, LLC NEW | 3,825 | 186K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,545 | 173K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sankala Group LLC | 1,719 | 84K | -547 | -24.1% | 3Q | SEC ↗ |
| 25 | Triumph Capital Management NEW | 813 | 40K | — | +0.0% | 1Q | SEC ↗ |
| 26 | MORGAN STANLEY | 473 | 23K | — | +0.0% | 3Q | SEC ↗ |
| 27 | UBS Group AG NEW | 202 | 10K | — | +0.0% | 1Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP NEW | 170 | 8K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 0 | 0K | -147 | -100.0% | 1Q | SEC ↗ |
| 30 | FLOW TRADERS U.S. LLC | 0 | 0K | -34,821 | -100.0% | 2Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 0 | 0K | -2,711 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Choate Investment Advisors | 81,742 | 4M |
| RAYMOND JAMES FINANCIAL INC | 28,689 | 1M |
| MML INVESTORS SERVICES, LLC | 8,268 | 403K |
| Astoria Portfolio Advisors LLC. | 7,845 | 382K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,599 | 321K |
| Farther Finance Advisors, LLC | 4,958 | 241K |
| Goelzer Investment Management, Inc. | 4,884 | 238K |
| Lido Advisors, LLC | 4,055 | 197K |
| Ameritas Advisory Services, LLC | 3,825 | 186K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,545 | 173K |
| Triumph Capital Management | 813 | 40K |
| UBS Group AG | 202 | 10K |
| JONES FINANCIAL COMPANIES LLLP | 170 | 8K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 34,821 | 2M |
| Advisory Services Network, LLC | 2,711 | 132K |
| Rockefeller Capital Management L.P. | 147 | 7K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NATIONAL BANK OF CANADA /FI | +29,809 | +6.2% | 507,150 |
| New Insight Wealth Advisors | +26,818 | +63.2% | 69,282 |
| OLD MISSION CAPITAL LLC | +21,812 | +48.1% | 67,118 |
| Geneos Wealth Management Inc. | +11,787 | +14.8% | 91,265 |
| Matisse Capital | +4,058 | +28.1% | 18,505 |
| Cambridge Investment Research Advis | +1,227 | +2.1% | 60,060 |
| QUANTIFY CHAOS ADVISORS, LLC | +49 | +0.6% | 8,939 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ALTFEST L J & CO INC | -16,212 | -1.7% | 913,380 |
| JANE STREET GROUP, LLC | -10,588 | -25.6% | 30,742 |
| CITADEL ADVISORS LLC | -6,536 | -16.8% | 32,293 |
| J.E. Simmons & Co., P.C. | -822 | -2.3% | 34,625 |
| Sankala Group LLC | -547 | -24.1% | 1,719 |
| HARBOUR INVESTMENTS, INC. | -219 | -4.1% | 5,172 |