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MBCE

Monarch Blue Chips Elite Index ETF

2 hedge funds and large institutions have $15M invested in Monarch Blue Chips Elite Index ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$15M +$14.7M +590,744 New
UBS Group
2
UBS Group
Switzerland
$19K +$19.2K +772 New

MBCE Hedge Fund Activity: Q1 2021 in Review

2 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2021, worth a combined $15M.

Buyers outnumbered sellers: 2 funds opened new MBCE positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $14.7M.

  • 2 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2021, up from 0 in Q4 2020.
  • Funds reported $15M of Monarch Blue Chips Elite Index ETF stock for Q1 2021.
  • 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q1 2021 and 0 closed out, a net change of +2 holders.
  • The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2021 was Kingsview Wealth Management, an estimated $14.7M added.

Based on aggregated 13F filings for Q1 2021.