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Matthews China Active ETF (MCH) Institutional Ownership

$29.09 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Matthews China Active ETF (NYSEARCA:MCH)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$7.68M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.34M
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MCH Institutional Buying and Selling by Quarter

Matthews China Active ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2026 Kestra Advisory Services LLC16,258$428K0.0%-2.5%2.032%
4/22/2026 Merkkuri Wealth Advisors LLC71,289$1.88M1.2%+1.3%8.911%
2/18/2026 OLD Mission Capital LLC89,925$2.54M0.1%+131.9%11.241%
2/13/2026 Kestra Advisory Services LLC16,679$470K0.0%+13.8%2.085%
2/2/2026 Welch Financial Planning LLC79,924$2.25M1.6%N/A9.991%
2/2/2026 Summit Place Financial Advisors LLC62,920$1.78M0.9%+1.9%7.865%
1/29/2026 Merkkuri Wealth Advisors LLC70,389$1.99M1.4%-11.1%8.799%
1/23/2026 Altfest L J & Co. Inc.9,967$281K0.0%-10.0%1.246%
11/17/2025 Susquehanna International Group LLP36,411$1.10M0.0%-15.0%4.551%
11/17/2025 Flow Traders U.S. LLC8,754$265K0.0%N/A1.094%
11/6/2025 PFG Private Wealth Management LLC11,443$346K0.2%N/A1.430%
10/30/2025 Chicago Partners Investment Group LLC18,844$573K0.0%-53.5%2.356%
10/29/2025 Merkkuri Wealth Advisors LLC79,180$2.40M1.7%+2.1%9.898%
10/23/2025 Summit Place Financial Advisors LLC61,770$1.87M0.9%-2.1%7.721%
10/21/2025 Altfest L J & Co. Inc.11,073$335K0.0%-8.6%1.384%
10/14/2025 Farther Finance Advisors LLC2,540$77K0.0%+17.6%0.318%
8/14/2025 Jane Street Group LLC31,450$770K0.0%-10.9%3.931%
8/5/2025 Integrity Wealth Solutions LLC11,443$280K0.1%+38.4%1.362%
8/4/2025 Tradewinds LLC.77,514$1.90M1.4%N/A9.228%
7/29/2025 Chicago Partners Investment Group LLC40,547$1.07M0.0%N/A4.827%
7/24/2025 Summit Place Financial Advisors LLC63,070$1.55M0.8%+1.8%7.508%
7/11/2025 Farther Finance Advisors LLC2,160$53K0.0%-38.6%0.257%
6/27/2025 Goldman Sachs Group Inc.20,000$487K0.0%+69.5%2.381%
5/19/2025Jane Street Group LLC35,284$859K0.0%+37.8%4.200%
5/16/2025Goldman Sachs Group Inc.20,000$487K0.0%+69.5%2.381%
5/15/2025OLD Mission Capital LLC264,601$6.44M0.1%+147.5%31.500%
5/9/2025Altfest L J & Co. Inc.412,784$10.05M1.3%+3.7%49.141%
5/6/2025Kelman Lazarov Inc.41,621$1.01M0.2%-89.9%4.955%
4/28/2025Summit Place Financial Advisors LLC61,980$1.51M0.9%+26.2%6.737%
4/22/2025Integrity Wealth Solutions LLC8,270$201K0.1%N/A0.899%
4/22/2025Merkkuri Wealth Advisors LLC70,829$1.72M1.5%N/A7.699%
2/17/2025Citadel Advisors LLC63,312$1.40M0.0%N/A5.276%
2/14/2025Jane Street Group LLC25,598$564K0.0%+113.1%2.133%
2/13/2025Kelman Lazarov Inc.412,390$9.09M1.6%-12.1%34.366%
2/12/2025OLD Mission Capital LLC106,911$2.36M0.0%N/A8.909%
2/6/2025Proficio Capital Partners LLC26,460$583K0.0%N/A2.205%
2/5/2025Proficio Capital Partners LLC26,460$583K0.0%N/A2.205%
2/3/2025Summit Place Financial Advisors LLC49,105$1.08M0.6%-3.1%4.092%
11/15/2024MML Investors Services LLC25,495$626K0.0%-73.9%2.125%
11/15/2024Jane Street Group LLC12,010$295K0.0%-67.1%1.001%
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11/14/2024Flow Traders U.S. LLC15,102$371K0.0%N/A1.259%
10/29/2024Chicago Partners Investment Group LLC8,389$203K0.0%N/A0.699%
10/29/2024Farther Finance Advisors LLC3,520$86K0.0%N/A0.293%
10/21/2024Integrity Wealth Solutions LLC8,164$201K0.1%N/A0.680%
8/9/2024Greenwich Wealth Management LLC29,367$564K0.0%-17.5%2.447%
5/10/2024Kelman Lazarov Inc.365,254$6.86M1.3%+35.3%33.205%
4/30/2024Summit 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%
2/7/2024Summit 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%
2/1/2024Greenwich 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%


MCH Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Matthews China Active ETF. The most heavily invested institutionals were OLD Mission Capital LLC ($2.54M), Welch Financial Planning LLC ($2.25M), Tradewinds LLC. ($1.90M), Merkkuri Wealth Advisors LLC ($1.88M), Summit Place Financial Advisors LLC ($1.78M), Citadel Advisors LLC ($1.40M), and Susquehanna International Group LLP ($1.10M).Learn more on Matthews China Active ETF's institutional investors.

Of the 16 institutional investors that purchased Matthews China Active ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OLD Mission Capital LLC ($315.75K), Welch Financial Planning LLC ($79.92K), Tradewinds LLC. ($77.51K), Merkkuri Wealth Advisors LLC ($73.40K), Citadel Advisors LLC ($63.31K), Proficio Capital Partners LLC ($52.92K), and Chicago Partners Investment Group LLC ($48.94K).

Institutional investors have bought a total of 287,916 shares in the last 24 months. This purchase volume represents approximately $7.68M in transactions.

The following institutional investors have sold Matthews China Active ETF stock in the last 24 months: Chicago Partners Investment Group LLC ($21.70K), Merkkuri Wealth Advisors LLC ($8.79K), Susquehanna International Group LLP ($6.41K), Jane Street Group LLC ($3.83K), Altfest L J & Co. Inc. ($2.15K), Farther Finance Advisors LLC ($1.36K), and Summit Place Financial Advisors LLC ($1.30K).

Institutional investors have sold a total of 45,972 shares in the last 24 months. This volume of shares sold represents approximately $1.34M in transactions.


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This page (NYSEARCA:MCH) was last updated on 5/26/2026 by MarketBeat.com Staff.
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