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Monarch Blue Chips Core Index ETF

4 hedge funds and large institutions have $37M invested in Monarch Blue Chips Core Index ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
Holders Change %
0%
% 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
1
Increased
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$36.4M -$908K -33,754 -2%
BCM
2
Brookstone Capital Management
Illinois
$520K -$16.8K -633 -3%
Morgan Stanley
3
Morgan Stanley
New York
$40.8K
UBS Group
4
UBS Group
Switzerland
$16.8K +$16.8K +623 New
Citadel Advisors
5
Citadel Advisors
Florida
-$471K -18,722 Closed