Monarch Blue Chips Elite Index ETF
MBCE
6 hedge funds and large institutions have $32.5M invested in Monarch Blue Chips Elite Index ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
18% more capital invested
Capital invested by funds: $27.6M → $32.5M (+$4.89M)
14.82% more ownership
Funds ownership: 116.86% → 131.69% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.01M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$297K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$254K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.76K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$310K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $30.1M | +$3.01M | +102,314 | +11% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.59M | +$254K | +8,650 | +18% |
|
|
SEA
3
Stegent Equity Advisors
Houston,
Texas
| $377K | +$372K | +12,665 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $301K | +$297K | +10,115 | New |
|
5
Morgan Stanley
New York
| $45K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $6K | +$5.76K | +196 | New |
|
|
7
Citadel Advisors
Miami,
Florida
| – | -$310K | -10,903 | Closed |
|
MBCE Hedge Fund Activity: Q4 2021 in Review
6 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q4 2021, worth a combined $32.5M — up 18% from $27.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBCE positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $3.01M. The largest seller was Citadel Advisors, exiting entirely with an estimated $310K sold.
- 6 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q4 2021, up from 4 in Q3 2021.
- Funds reported $32.5M of Monarch Blue Chips Elite Index ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 3 funds opened new Monarch Blue Chips Elite Index ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q4 2021 was Kingsview Wealth Management, an estimated $3.01M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q4 2021 was Citadel Advisors, an estimated $310K sold.
Based on aggregated 13F filings for Q4 2021.