Monarch Ambassador Income Index ETF
MAMB
2 hedge funds and large institutions have $64.7M invested in Monarch Ambassador Income Index ETF in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
39% more capital invested
Capital invested by funds: $46.6M → $64.7M (+$18.1M)
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
6.54% less ownership
Funds ownership: 100.05% → 93.51% (-6.5%)
50% less funds holding
Funds holding: 4 → 2 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$399K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$95.1K |
| 3 |
Morgan Stanley
New York
|
-$11.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $64.3M | +$14.8M | +691,835 | +32% |
|
|
2
Citadel Advisors
Miami,
Florida
| $383K | -$95.1K | -4,452 | -21% |
|
|
3
JP Morgan Chase
New York
| – | -$399K | -19,085 | Closed |
|
|
4
Morgan Stanley
New York
| – | -$11.7K | -559 | Closed |
|
MAMB Hedge Fund Activity: Q4 2023 in Review
2 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Monarch Ambassador Income Index ETF (MAMB) for Q4 2023, worth a combined $64.7M — up 39% from $46.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MAMB and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $14.8M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $399K sold.
- 2 institutional investors held Monarch Ambassador Income Index ETF (MAMB) as of Q4 2023, down from 4 in Q3 2023.
- Funds reported $64.7M of Monarch Ambassador Income Index ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 0 funds opened new Monarch Ambassador Income Index ETF positions in Q4 2023 and 2 closed out, a net change of -2 holders.
- The largest Monarch Ambassador Income Index ETF buyer in Q4 2023 was Kingsview Wealth Management, an estimated $14.8M added.
- The largest Monarch Ambassador Income Index ETF seller in Q4 2023 was JP Morgan Chase, an estimated $399K sold.
Based on aggregated 13F filings for Q4 2023.