Monarch Blue Chips Core Index ETF
MBCC
MBCC
7 hedge funds and large institutions have $122M invested in Monarch Blue Chips Core Index ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 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 capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
22.39% less ownership
Funds ownership: 106.9% → 84.51% (-22%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Holders
7
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$9.87M | |
| 2 | +$597K | |
| 3 | +$4.75K | |
| 4 |
Morgan Stanley
New York
|
+$94 |
Top Sellers
| 1 | -$7.37M | |
| 2 | -$17.9K | |
| 3 | -$11.5K | |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.09K |
| 5 |
LPL Financial
San Diego,
California
|
-$405 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $116M |
|
|||
2
Goldman Sachs
New York
| $5.56M |
|
|||
3
Two Sigma Investments
New York
| $597K |
|
|||
|
RA
4
RFG Advisory
Birmingham,
Alabama
| $249K |
|
|||
|
5
LPL Financial
San Diego,
California
| $242K |
|
|||
6
UBS Group
Zurich,
Switzerland
| $4.75K |
|
|||
|
7
Morgan Stanley
New York
| $94 |
|
|||
8
Bank of America
Charlotte,
North Carolina
| – |
|
|||
|
9
Raymond James Financial
St Petersburg,
Florida
| – |
|