Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / CHINA ACTIVE ETF
-
Number of holders
-
10
-
Total shares
-
1.16M
-
Shares change
-
-3.56K
-
Total reported value, excl. options
-
$23.9M
-
Value change
-
-$105K
-
Number of buys
-
6
-
Number of sells
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-5
-
Price
-
$20.52
Significant Holders of MATTHEWS ASIA FDS - CHINA ACTIVE ETF (MCH) as of Q3 2023
10 filings reported holding MCH - MATTHEWS ASIA FDS - CHINA ACTIVE ETF as of Q3 2023.
MATTHEWS ASIA FDS - CHINA ACTIVE ETF (MCH) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.16M shares
.
Largest 10 shareholders include ALTFEST L J & CO INC (640K shares), Kelman-Lazarov, Inc. (199K shares), WealthPLAN Partners, LLC (147K shares), IFP Advisors, Inc (61.5K shares), Choate Investment Advisors (57K shares), MML INVESTORS SERVICES, LLC (23K shares), JANE STREET GROUP, LLC (17.8K shares), OLD MISSION CAPITAL LLC (14.6K shares), UBS Group AG (1.58K shares), and BANK OF AMERICA CORP /DE/ (1.11K shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.