Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $27.6M invested in Monarch Blue Chips Elite Index ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more funds holding
Funds holding: 3 → 4 (+1)
21% more capital invested
Capital invested by funds: $22.7M → $27.6M (+$4.83M)
14.89% more ownership
Funds ownership: 101.98% → 116.86% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.93M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$455K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$315K |
| 4 |
Morgan Stanley
New York
|
+$43.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$278K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $25.9M | +$3.93M | +135,980 | +18% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.34M | +$455K | +15,768 | +51% |
|
|
3
Citadel Advisors
Miami,
Florida
| $310K | +$315K | +10,903 | New |
|
|
4
Morgan Stanley
New York
| $43K | +$43.8K | +1,515 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$278K | -10,025 | Closed |
|
MBCE Hedge Fund Activity: Q3 2021 in Review
4 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q3 2021, worth a combined $27.6M — up 21% from $22.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBCE positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $3.93M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $278K sold.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q3 2021, up from 3 in Q2 2021.
- Funds reported $27.6M of Monarch Blue Chips Elite Index ETF stock for Q3 2021, up 21% quarter-over-quarter.
- 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q3 2021 was Kingsview Wealth Management, an estimated $3.93M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q3 2021 was Susquehanna International Group, an estimated $278K sold.
Based on aggregated 13F filings for Q3 2021.