Monarch Ambassador Income Index ETF
MAMB
4 hedge funds and large institutions have $41.1M invested in Monarch Ambassador Income Index ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $38.8M → $41.1M (+$2.33M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
81.22% less ownership
Funds ownership: 178.61% → 97.4% (-81%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$1.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$48.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$238K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$228K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $41.1M | +$1.7M | +79,682 | +4% |
|
|
2
Rockefeller Capital Management
New York
| $49K | +$48.5K | +2,271 | New |
|
3
Morgan Stanley
New York
| $12.1K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $3.96K | -$5.67K | -265 | -59% |
|
|
BCM
5
Brookstone Capital Management
Wheaton,
Illinois
| – | -$238K | -11,361 | Closed |
|
|
6
Citadel Advisors
Miami,
Florida
| – | -$228K | -10,809 | Closed |
|
MAMB Hedge Fund Activity: Q4 2022 in Review
4 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Monarch Ambassador Income Index ETF (MAMB) for Q4 2022, worth a combined $41.1M — up 6% from $38.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MAMB and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $1.7M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $238K sold.
- 4 institutional investors held Monarch Ambassador Income Index ETF (MAMB) as of Q4 2022, down from 5 in Q3 2022.
- Funds reported $41.1M of Monarch Ambassador Income Index ETF stock for Q4 2022, up 6% quarter-over-quarter.
- 1 fund opened new Monarch Ambassador Income Index ETF positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest Monarch Ambassador Income Index ETF buyer in Q4 2022 was Kingsview Wealth Management, an estimated $1.7M added.
- The largest Monarch Ambassador Income Index ETF seller in Q4 2022 was Brookstone Capital Management, an estimated $238K sold.
Based on aggregated 13F filings for Q4 2022.