Monarch Blue Chips Core Index ETF
MBCC
MBCC
6 hedge funds and large institutions have $118M invested in Monarch Blue Chips Core Index ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+1
Holders Change %
+20%
% of All Funds
0.08%
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
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.36M |
| 2 |
LPL Financial
San Diego,
California
|
+$240K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.1K |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$14.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$175K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$22.8K |
| 4 |
Morgan Stanley
New York
|
-$65 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $105M | +$2.36M | +64,621 | +2% |
|
|
2
Goldman Sachs
New York
| $12.8M | -$14.6M | -400,000 | -53% |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K | -$22.8K | -625 | -8% |
|
|
4
LPL Financial
San Diego,
California
| $240K | +$240K | +6,577 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $17.9K | -$175K | -4,784 | -91% |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| $1.1K | +$1.1K | +30 | New |
|
|
7
Morgan Stanley
New York
| – | -$65 | -1 | Closed |
|