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Matthews China Active ETF (MCH) Institutional Ownership

$23.95
+0.05 (+0.21%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Matthews China Active ETF (NYSEARCA:MCH)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$6.11M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$12.78M
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MCH Institutional Buying and Selling by Quarter

Matthews China Active ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Chicago Partners Investment Group LLC8,389$203K0.0%N/A0.699%
10/29/2024 Farther Finance Advisors LLC3,520$86K0.0%N/A0.293%
10/21/2024 Integrity Wealth Solutions LLC8,164$201K0.1%N/A0.680%
8/9/2024 Greenwich Wealth Management LLC29,367$564K0.0%-17.5%2.447%
5/10/2024Kelman Lazarov Inc.365,254$6.86M1.3%+35.3%33.205%
4/30/2024 Summit Place Financial Advisors LLC60,225$1.13M0.7%-39.4%5.475%
4/22/2024Altfest L J & Co. Inc.16,815$316K0.0%-30.1%1.529%
2/7/2024 Summit Place Financial Advisors LLC99,425$1.89M1.2%N/A7.102%
2/1/2024Kelman Lazarov Inc.269,917$5.14M1.1%+35.4%19.280%
2/1/2024 Greenwich Wealth Management LLC31,239$595K0.1%N/A2.231%
1/18/2024Altfest L J & Co. Inc.24,061$458K0.1%-96.2%1.719%
1/5/2024WealthPLAN Partners LLC143,256$2.73M0.3%-2.3%10.233%
10/30/2023Kelman Lazarov Inc.199,376$4.09M1.0%+67.5%14.241%
10/30/2023Choate Investment Advisors57,010$1.17M0.0%-1.2%4.072%
10/26/2023Altfest L J & Co. Inc.639,925$13.13M2.1%+2.0%45.709%
10/12/2023IFP Advisors Inc61,452$1.26M0.1%-6.0%4.389%
8/14/2023IFP Advisors Inc65,352$1.37M0.1%-2.6%4.668%
8/9/2023Altfest L J & Co. Inc.627,366$13.10M2.0%-4.5%44.812%
8/4/2023Kelman Lazarov Inc.118,996$2.49M0.6%+102.6%8.500%
8/4/2023IFP Advisors Inc65,352$1.63M0.1%-2.6%4.668%
8/2/2023Bank of Montreal Can13,708$310K0.0%N/A0.979%
8/1/2023Choate Investment Advisors57,685$1.21M0.1%+2.1%4.120%
7/31/2023WealthPLAN Partners LLC141,701$2.96M0.4%+14.2%10.122%
5/10/2023WealthPLAN Partners LLC124,087$2.99M0.3%+0.5%8.863%
5/4/2023Resolute Wealth Strategies LLC16,809$405K0.3%N/A1.201%
5/4/2023Kelman Lazarov Inc.58,729$1.41M0.4%+8.0%4.195%
4/20/2023Altfest L J & Co. Inc.657,009$15.82M2.5%+2,449.6%46.929%
4/18/2023IFP Advisors Inc67,067$1.67M0.1%N/A4.791%
2/16/2023WealthPLAN Partners LLC123,497$3.24M0.2%N/A9.500%
2/6/2023Kelman Lazarov Inc.54,390$1.31M0.4%-10.7%4.184%
(Data available from 1/1/2016 forward)

MCH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MCH shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Matthews China Active ETF. The most heavily invested institutionals were Kelman Lazarov Inc. ($6.86M), WealthPLAN Partners LLC ($2.73M), IFP Advisors Inc ($1.26M), Choate Investment Advisors ($1.17M), Summit Place Financial Advisors LLC ($1.13M), Greenwich Wealth Management LLC ($564K), and Resolute Wealth Strategies LLC ($405K).Learn more on MCH's institutional investors.

Which institutional investors have been buying Matthews China Active ETF stock?

Of the 12 institutional investors that purchased Matthews China Active ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Altfest L J & Co. Inc. ($643.80K), Kelman Lazarov Inc. ($310.86K), WealthPLAN Partners LLC ($141.70K), Summit Place Financial Advisors LLC ($99.43K), IFP Advisors Inc ($67.07K), Greenwich Wealth Management LLC ($31.24K), and Resolute Wealth Strategies LLC ($16.81K).

How much institutional buying is happening at Matthews China Active ETF?

Institutional investors have bought a total of 1,345,895 shares in the last 24 months. This purchase volume represents approximately $30.28M in transactions.

Which Matthews China Active ETF major shareholders have been selling company stock?

The following institutional investors have sold Matthews China Active ETF stock in the last 24 months: Altfest L J & Co. Inc. ($652.75K), Summit Place Financial Advisors LLC ($39.20K), IFP Advisors Inc ($7.33K), Kelman Lazarov Inc. ($6.50K), Greenwich Wealth Management LLC ($6.23K), WealthPLAN Partners LLC ($3.43K), and Choate Investment Advisors ($675.00).

How much institutional selling is happening at Matthews China Active ETF?

Institutional investors have sold a total of 716,112 shares in the last 24 months. This volume of shares sold represents approximately $13.72M in transactions.



This page (NYSEARCA:MCH) was last updated on 11/2/2024 by MarketBeat.com Staff
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