Matthews China Active ETFMCHETF

13F holders, Q1 2024 (March 31)
12holders
$18.79avg. 13F price*

At the end of Q1 2024, 12 institutions reported holding Matthews China Active ETF (MCH) in their 13F filings. The largest holders were Kelman-Lazarov, Inc. ($6.9M), MML Investors Services, LLC ($1.8M) and Summit Place Financial Advisors, LLC ($1.1M).

Company
Matthews China Active ETF
CUSIP
577125834
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 12Q2 2024Q3 2024: 14Q3 2024Q4 2024: 15Q4 2024Q1 2025: 14Q1 2025Q2 2025: 17Q2 2025Q3 2025: 16Q3 2025Q4 2025: 16Q4 2025Q1 2026: 17Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$256K
Exits7$7.6M

Ownership 12 holders

Kelman-Lazarov, Inc. 1.34% Add +35.3% 365,254 $6.9M
MML Investors Services, LLC 0.01% Add +33.3% 93,296 $1.8M
Summit Place Financial Advisors, LLC 0.66% Reduce -39.4% 60,225 $1.1M
Greenwich Wealth Management LLC 0.05% Add +13.9% 35,595 $669K
Susquehanna International Group, LLP 0.00% Reduce -12.3% 24,630 $463K
Altfest L J & Co. Inc. 0.04% Reduce -30.1% 16,815 $316K
Old Mission Capital LLC 0.01% Reduce -63.5% 14,169 $266K
Gratus Capital, LLC 0.01% New 13,640 $256K
UBS Group AG 0.00% Add +246.7% 6,247 $117K
Osaic Holdings, Inc. 0.00% Add +19.8% 5,891 $111K
Bank of Montreal 0.00% Reduce -76.2% 4,067 $77K
Morgan Stanley 0.00% New 1 $30

"% of holder's portfolio" is MCH's weight in each manager's 13F, not the share of Matthews China Active ETF the manager owns.