Who Owns MEMX?
Matthews Emerging Markets ex China Active ETF MEMX — Institutional Ownership & 13F Holdings
$44.63
+0.80 (+1.82%)
Market Cap
$37.0M
Shares Outstanding
892,534
Institutional Holders
12
Total Inst. Value
$10.4M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
1
Closed Positions
2
Increased
4
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CASTLE WEALTH MANAGEMENT LLCNew | $6.6M | 234,044 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 55,152 |
| 3 | Chicago Partners Investment Group LLC | $736K | 24,834 |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $477K | 17,049 |
| 5 | JANE STREET GROUP, LLC | $451K | 16,118 |
| 6 | Ameritas Advisory Services, LLC | $317K | 10,950 |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $303K | 10,812 |
| 8 | UBS Group AG | $9K | 310 |
| 9 | Spire Wealth Management | $5K | 165 |
| 10 | MENLO ADVISORS LLC | $4K | 125,995 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CASTLE WEALTH MANAGEMENT LLCNew | +234K | $6.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +2K | $477K |
| ENVESTNET ASSET MANAGEMENT INC | +160 | $303K |
| UBS Group AG | +85 | $9K |
| OLD MISSION CAPITAL LLC | +31K | $2K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -15K | $451K |
| MERCER GLOBAL ADVISORS INC /ADV | -3K | $1.5M |
| MENLO ADVISORS LLC | -635 | $4K |
| Spire Wealth Management | -400 | $5K |
| Chicago Partners Investment Group LLC | -344 | $736K |
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Frequently Asked Questions
How many institutional investors hold MEMX?
As of Q1 2025, 12 institutional investors report holding MEMX (Matthews Emerging Markets ex China Active ETF MEMX) in their 13F filings.
Which hedge fund owns the most MEMX?
The largest institutional holder of MEMX is CASTLE WEALTH MANAGEMENT LLC with $6.6M in shares.
Are institutions buying or selling MEMX?
This quarter, 1 institutions opened new positions in MEMX and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.