Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $26M invested in Monarch Blue Chips Elite Index ETF in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 3 → 4 (+1)
12.45% more ownership
Funds ownership: 127.07% → 139.52% (+12%)
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
7% less capital invested
Capital invested by funds: $28M → $26M (-$1.93M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.21M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$749K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $25.4M | +$3.21M | +134,738 | +14% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $625K | -$749K | -31,479 | -54% |
|
3
Morgan Stanley
New York
| $34K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $2K | +$2.38K | +100 | New |
|
MBCE Hedge Fund Activity: Q2 2022 in Review
4 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q2 2022, worth a combined $26M — down 6.9% from $28M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MBCE positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $3.21M. The largest seller was Brookstone Capital Management, cutting an estimated $749K.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q2 2022, up from 3 in Q1 2022.
- Funds reported $26M of Monarch Blue Chips Elite Index ETF stock for Q2 2022, down 6.9% quarter-over-quarter.
- 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q2 2022 and 0 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q2 2022 was Kingsview Wealth Management, an estimated $3.21M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q2 2022 was Brookstone Capital Management, an estimated $749K sold.
Based on aggregated 13F filings for Q2 2022.