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Monarch Blue Chips Core Index ETF

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

1% less capital invested

Capital invested by funds: $119M → $118M (-$1.38M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$2.2M
2 +$224K
3 +$1.02K

Top Sellers

1 -$13.6M
2 -$163K
3 -$21.3K
4
Morgan Stanley
Morgan Stanley
New York
-$65
Name Holding Trade Value Shares
Change
Change in
Stake
1
$105M
2
$12.8M
3
$258K
4
$240K
5
$17.9K
6
$1.09K
7