Monarch Blue Chips Core Index ETF
MBCC
MBCC
6 hedge funds and large institutions have $34.1M invested in Monarch Blue Chips Core Index ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.1%
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
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$33.1M |
| 2 |
Goldman Sachs
New York
|
$237K |
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
$240K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
$496K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$26.2K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $33.1M | +$857K | +36,122 | +3% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $496K | -$163K | -6,661 | -25% |
|
|
3
Citadel Advisors
Miami,
Florida
| $240K | -$250K | -10,558 | -51% |
|
|
4
Goldman Sachs
New York
| $237K | +$237K | +9,978 | New |
|
5
Morgan Stanley
New York
| $35.9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $26.2K | -$24.8K | -1,047 | -49% |
|