Matthews Asia Innovators Active

MINV • ARCA

Matthews Asia Innovators Active is an exchange-traded fund on ARCA. As of Q3 2025, 9 institutional investors hold shares in this ETF, with total holdings valued at $42.8M. ALTFEST L J & CO INC is the largest holder with a position valued at $35.8M.

Overview

Overview of institutional ownership in MINV as of Q3 2025

All Institutions

Institutions: 9
Value Held: $42.8M
Shares Held: 1.2M
Avg Position: $4.8M
Median Position: $581.5K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in MINV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ALTFEST L J & CO INC RIA/Wealth	Lewis Jay Altfest CEO	$35.8M 4.03% of portfolio	964.7K shares	Q3 2022 Held for 3y 2m	$888.5M
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	$2.8M 0.07% of portfolio	76.2K shares	Q2 2025 Held for 5 months	$3.9B
New Insight Wealth Advisors RIA/Wealth	Josephine H Lee CCO	$1.6M 0.61% of portfolio	42.7K shares	Q4 2023 Held for 1y 11m	$259.5M
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$1.0M 0.00% of portfolio	27.6K shares	Q3 2025 Held for 2 months	$33.5B
SENTINEL PENSION ADVISORS INC RIA/Wealth	James Michael Carnevale President	$581.5K 0.09% of portfolio	15.7K shares	Q3 2023 Held for 2y 2m	$620.5M
Deschutes Portfolio Strategy, LLC RIA/Wealth	Bryn Torkelson President	$557.7K 0.25% of portfolio	15.0K shares	Q1 2023 Held for 2y 8m	$222.2M
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	$200.1K 0.00% of portfolio	5.4K shares	Q1 2024 Held for 1y 8m	$4.3B
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	$141.5K 0.01% of portfolio	3.8K shares	Q2 2025 Held for 5 months	$1.5B
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	$99.9K 0.00% of portfolio	2.7K shares	Q3 2025 Held for 2 months	$6.8B
CFG Asset Management LLC RIA/Wealth	Joseph Samuel Rizzello CEO	- 0.00% of portfolio	- shares	Q4 2024 Held for 11 months	$1.5B

Net Capital Flow

Institutional buying and selling activity for MINV in Q3 2025

Traded: −$55.9K
Buyers: 3
Sellers: 8
Total Bought: +$1.5M
Total Sold: −$1.6M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$1.0M +27.6K shares	$1.0M 27.6K shares
ALTFEST L J & CO INC RIA/Wealth	+$379.5K +10.2K shares	$35.8M 964.7K shares
A Advisory Services Network, LLC RIA/Wealth	+$99.9K +2.7K shares	$99.9K 2.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$649.8K −20.8K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$441.6K −14.1K shares	Sold Off 0 shares
O OLD MISSION CAPITAL LLC Institution	−$306.3K −9.8K shares	Sold Off 0 shares
UBS Group AG Institution	−$51.2K −1.6K shares	Sold Off 0 shares
New Insight Wealth Advisors RIA/Wealth	−$41.1K −1.1K shares	$1.6M 42.7K shares
WELLS FARGO & COMPANY/MN Institution	−$37.3K −1.2K shares	Sold Off 0 shares
Deschutes Portfolio Strategy, LLC RIA/Wealth	−$33.6K −905.0 shares	$557.7K 15.0K shares
CFG Asset Management LLC RIA/Wealth	−$125.0 −4.0 shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MINV in Q3 2025

New Positions: 2
New Value: $1.1M
Exited Positions: 6
Exited Value: $1.5M

New Positions

Institution	Position Value
Cambridge Investment Research Advisors, Inc. RIA/Wealth	$1.0M 27.6K shares
A Advisory Services Network, LLC RIA/Wealth	$99.9K 2.7K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$649.8K 20.8K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$441.6K 14.1K shares
O OLD MISSION CAPITAL LLC Institution	$306.3K 9.8K shares
UBS Group AG Institution	$51.2K 1.6K shares
WELLS FARGO & COMPANY/MN Institution	$37.3K 1.2K shares
CFG Asset Management LLC RIA/Wealth	$125.0 4.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MINV as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MINV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
ALTFEST L J & CO INC RIA/Wealth	Lewis Jay Altfest CEO	4.03% $35.8M	964.7K shares	Q3 2022 Held for 3y 2m	$888.5M
New Insight Wealth Advisors RIA/Wealth	Josephine H Lee CCO	0.61% $1.6M	42.7K shares	Q4 2023 Held for 1y 11m	$259.5M
Deschutes Portfolio Strategy, LLC RIA/Wealth	Bryn Torkelson President	0.25% $557.7K	15.0K shares	Q1 2023 Held for 2y 8m	$222.2M
SENTINEL PENSION ADVISORS INC RIA/Wealth	James Michael Carnevale President	0.09% $581.5K	15.7K shares	Q3 2023 Held for 2y 2m	$620.5M
Geneos Wealth Management Inc. RIA/Wealth	Ryan Wesley Diachok CEO	0.07% $2.8M	76.2K shares	Q2 2025 Held for 5 months	$3.9B
Ameritas Advisory Services, LLC RIA/Wealth	Richard Aaron Berthold President	0.01% $141.5K	3.8K shares	Q2 2025 Held for 5 months	$1.5B
HARBOUR INVESTMENTS, INC. RIA/Wealth	Nick William Sondel CEO	0.00% $200.1K	5.4K shares	Q1 2024 Held for 1y 8m	$4.3B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	0.00% $1.0M	27.6K shares	Q3 2025 Held for 2 months	$33.5B
A Advisory Services Network, LLC RIA/Wealth	Thomas Cleveland Prescott Managing Partner	0.00% $99.9K	2.7K shares	Q3 2025 Held for 2 months	$6.8B
CFG Asset Management LLC RIA/Wealth	Joseph Samuel Rizzello CEO	0.00% -	- shares	Q4 2024 Held for 11 months	$1.5B