Monarch Blue Chips Core Index ETF
MBCC
MBCC
5 hedge funds and large institutions have $106M invested in Monarch Blue Chips Core Index ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
$905K |
| 2 |
Two Sigma Investments
New York
|
$403K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
$324K |
| 4 |
UBS Group
Zurich,
Switzerland
|
$896 |
Top Sellers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$105M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $105M | -$2.47M | -71,550 | -2% |
|
|
2
Goldman Sachs
New York
| $905K | +$905K | +26,274 | New |
|
|
3
Two Sigma Investments
New York
| $403K | +$403K | +11,700 | New |
|
|
RA
4
RFG Advisory
Birmingham,
Alabama
| $324K | +$324K | +9,395 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $896 | +$896 | +26 | New |
|
|
BCM
6
Brookstone Capital Management
Wheaton,
Illinois
| – | -$506K | -14,531 | Closed |
|