Monarch Blue Chips Core Index ETF
MBCC
MBCC
6 hedge funds and large institutions have $118M invested in Monarch Blue Chips Core Index ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
1% less capital invested
Capital invested by funds: $119M → $118M (-$1.38M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
6
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$14.6M | |
| 2 | -$175K | |
| 3 | -$22.8K | |
| 4 |
Morgan Stanley
New York
|
-$65 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $105M |
|
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2
Goldman Sachs
New York
| $12.8M |
|
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|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K |
|
|||
4
LPL Financial
San Diego,
California
| $240K |
|
|||
5
Bank of America
Charlotte,
North Carolina
| $17.9K |
|
|||
6
Raymond James Financial
St Petersburg,
Florida
| $1.09K |
|
|||
|
7
Morgan Stanley
New York
| – |
|