Monarch Blue Chips Elite Index ETF
MBCE
3 hedge funds and large institutions have $28M invested in Monarch Blue Chips Elite Index ETF in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
4.62% less ownership
Funds ownership: 131.69% → 127.07% (-4.6%)
14% less capital invested
Capital invested by funds: $32.5M → $28M (-$4.49M)
50% less funds holding
Funds holding: 6 → 3 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$76.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$484K |
| 2 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$377K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$301K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $26.4M | -$484K | -18,249 | -2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $1.5M | +$76.9K | +2,898 | +5% |
|
3
Morgan Stanley
New York
| $40K | – | – | – |
|
|
SEA
4
Stegent Equity Advisors
Houston,
Texas
| – | -$377K | -12,665 | Closed |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$301K | -10,115 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$6K | -196 | Closed |
|
MBCE Hedge Fund Activity: Q1 2022 in Review
3 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2022, worth a combined $28M — down 14% from $32.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MBCE and 0 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 1 added.
The largest buyer was Brookstone Capital Management, adding an estimated $76.9K. The largest seller was Kingsview Wealth Management, cutting an estimated $484K.
- 3 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2022, down from 6 in Q4 2021.
- Funds reported $28M of Monarch Blue Chips Elite Index ETF stock for Q1 2022, down 14% quarter-over-quarter.
- 0 funds opened new Monarch Blue Chips Elite Index ETF positions in Q1 2022 and 3 closed out, a net change of -3 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2022 was Brookstone Capital Management, an estimated $76.9K added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q1 2022 was Kingsview Wealth Management, an estimated $484K sold.
Based on aggregated 13F filings for Q1 2022.