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Monarch Blue Chips Core Index ETF

6 hedge funds and large institutions have $32.5M invested in Monarch Blue Chips Core Index ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+2
Holders Change %
+50%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
2
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$30.1M +$3.04M +102,314 +11%
BCM
2
Brookstone Capital Management
Illinois
$1.59M +$248K +8,650 +18%
SEA
3
Stegent Equity Advisors
Texas
$377K +$377K +12,665 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$301K +$301K +10,115 New
Morgan Stanley
5
Morgan Stanley
New York
$45K
UBS Group
6
UBS Group
Switzerland
$6K +$6K +196 New
Citadel Advisors
7
Citadel Advisors
Florida
-$310K -10,903 Closed