Monarch Blue Chips Core Index ETF
MBCC
MBCC
4 hedge funds and large institutions have $83.1M invested in Monarch Blue Chips Core Index ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 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
0.01%
New
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$82.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
$131 |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $82.6M | +$11.3M | +346,706 | +16% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $475K | – | – | – |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $38.9K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $131 | +$131 | +4 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$4.03K | -139 | Closed |
|