Monarch Blue Chips Core Index ETF (MBCC)

• Market cap: $146M
• 1 day: -1.05%
• 5 days: 0.47%
• 1 month: 0.74%
• 3 months: 1.69%
• 6 months: 8.52%
• Year to date: 6.5%
• 1 year: 7.66%
• 5 years: 49.23%
• 10 years: 49.23%

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

20% more funds holding

Funds holding: 5 [Q1] → 6 (+1) [Q2]

9.95% more ownership

Funds ownership: 96.95% [Q1] → 106.9% (+9.95%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

1% less capital invested

Capital invested by funds: $119M [Q1] → $118M (-$1.38M) [Q2]

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3