Monarch Blue Chips Core Index ETF
MBCC
MBCC
3 hedge funds and large institutions have $40.3M invested in Monarch Blue Chips Core Index ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
–
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$39.8M |
Top Sellers
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
$374K |
| 2 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $39.8M | +$4.99M | +194,092 | +14% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $374K | -$131K | -5,112 | -26% |
|
3
Morgan Stanley
New York
| $39K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$16.8K | -623 | Closed |
|