Monarch Blue Chips Core Index ETF
MBCC
MBCC
5 hedge funds and large institutions have $30M invested in Monarch Blue Chips Core Index ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$28.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
$440K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$46K |
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $28.9M | +$4.89M | +230,123 | +20% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $569K | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $440K | +$440K | +20,673 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $46K | +$43.9K | +2,052 | +2,052% |
|
5
Morgan Stanley
New York
| $32K | – | – | – |
|