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Monarch Blue Chips Core Index ETF

4 hedge funds and large institutions have $26M invested in Monarch Blue Chips Core Index ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
1
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$25.4M +$3.03M +134,738 +14%
BCM
2
Brookstone Capital Management
Illinois
$625K -$730K -31,479 -54%
Morgan Stanley
3
Morgan Stanley
New York
$34K
UBS Group
4
UBS Group
Switzerland
$2K +$2K +100 New