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MCH MATTHEWS ASIA FDS

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CHINA ACTIVE ETF (fund)

15 managers (15 13F filers) reported a position in MCH shares at 2025-03-31, 966,863 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
15
13F filers
15
New
2
Added
8
Reduced
1
Sold out
3
Shares held by filers
966,863

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALTFEST L J & CO INC412,784$10M1.26%+14,86313F-HRTimeline
OLD MISSION CAPITAL LLC264,601$6.44M0.12%+157,69013F-HRTimeline
Merkkuri Wealth Advisors LLC70,829$1.72M1.48%new13F-HRTimeline
Summit Place Financial Advisors, LLC61,980$1.51M0.85%+12,87513F-HRTimeline
Kelman-Lazarov, Inc.41,621$1.01M0.18%-370,76913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,284$859K<0.01%+9,68613F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC23,409$570K<0.01%+3,05013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,000$487K<0.01%+8,20113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG18,883$460K<0.01%+6,32013F-HRTimelineGroup
Integrity Wealth Solutions LLC8,270$201K0.11%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,670$125K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC3,520$86K<0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC10$244<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$52<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.