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Monarch Blue Chips Core Index ETF

4 hedge funds and large institutions have $35.9M invested in Monarch Blue Chips Core Index ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
-2
Holders Change %
-33.33%
% of All Funds
0.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
Increased
1
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$34.9M -$190K -7,559 -0.5%
BCM
2
Brookstone Capital Management
Illinois
$520K -$616 -24 -0.1%
Citadel Advisors
3
Citadel Advisors
Florida
$471K +$216K +8,607 +85%
Morgan Stanley
4
Morgan Stanley
New York
$38.1K
Goldman Sachs
5
Goldman Sachs
New York
-$237K -9,978 Closed
UBS Group
6
UBS Group
Switzerland
-$26.2K -1,105 Closed