Monarch Blue Chips Core Index ETF
MBCC
MBCC
4 hedge funds and large institutions have $63.6M invested in Monarch Blue Chips Core Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
+1
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
0.01%
New
2
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$63.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
$34.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$4.03K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $63.1M | +$18.3M | +630,246 | +41% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $421K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $34.5K | +$34.5K | +1,190 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.03K | +$4.03K | +139 | New |
|
|
5
Morgan Stanley
New York
| – | -$39K | -1,515 | Closed |
|