Monarch Blue Chips Elite Index ETF
MBCE
3 hedge funds and large institutions have $22.7M invested in Monarch Blue Chips Elite Index ETF in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
101.98% more ownership
Funds ownership: 0% → 101.98% (+102%)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
51% more capital invested
Capital invested by funds: $15M → $22.7M (+$7.7M)
50% more funds holding
Funds holding: 2 → 3 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.89M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$827K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $21.6M | +$4.89M | +183,933 | +31% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $882K | +$827K | +31,124 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $278K | +$266K | +10,025 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$19K | -772 | Closed |
|
MBCE Hedge Fund Activity: Q2 2021 in Review
3 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q2 2021, worth a combined $22.7M — up 51% from $15M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBCE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $4.89M. The largest seller was UBS Group, exiting entirely with an estimated $19K sold.
- 3 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q2 2021, up from 2 in Q1 2021.
- Funds reported $22.7M of Monarch Blue Chips Elite Index ETF stock for Q2 2021, up 51% quarter-over-quarter.
- 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q2 2021 and 1 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q2 2021 was Kingsview Wealth Management, an estimated $4.89M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q2 2021 was UBS Group, an estimated $19K sold.
Based on aggregated 13F filings for Q2 2021.