Monarch Blue Chips Core Index ETF
MBCC
MBCC
5 hedge funds and large institutions have $119M invested in Monarch Blue Chips Core Index ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
–
Holders Change %
0%
% 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
2
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Goldman Sachs
New York
|
$25.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
$176K |
| 3 |
Morgan Stanley
New York
|
$65 |
Top Sellers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
$93.8M |
| 2 |
Two Sigma Investments
New York
|
$0 |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
$258K |
| 4 |
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $93.8M | -$7.96M | -237,761 | -8% |
|
|
2
Goldman Sachs
New York
| $25.1M | +$24.2M | +724,696 | +2,758% |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K | -$56.6K | -1,693 | -18% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $176K | +$176K | +5,274 | New |
|
|
5
Morgan Stanley
New York
| $65 | +$65 | +1 | New |
|
|
6
Two Sigma Investments
New York
| – | -$403K | -11,700 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$896 | -26 | Closed |
|