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
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
1.11% less ownership
Funds ownership: 98.07% → 96.95% (-1.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Holders
5
Holding in Top 10
1
Calls
–
Puts
–
Top Sellers
| 1 | -$7.96M | |
| 2 | -$403K | |
| 3 | -$56.6K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$896 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $93.8M |
|
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2
Goldman Sachs
New York
| $25.1M |
|
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|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K |
|
|||
4
Bank of America
Charlotte,
North Carolina
| $176K |
|
|||
5
Morgan Stanley
New York
| $65 |
|
|||
6
Two Sigma Investments
New York
| – |
|
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|
7
UBS Group
Zurich,
Switzerland
| – |
|