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MBCE

Monarch Blue Chips Elite Index ETF
MBCE

5 hedge funds and large institutions have $30M invested in Monarch Blue Chips Elite Index ETF in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.46% more ownership

Funds ownership: 139.52% → 169.99% (+30%)

25% more funds holding

Funds holding: 4 → 5 (+1)

15% more capital invested

Capital invested by funds: $26M → $30M (+$3.95M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$5.45M
2
Citadel Advisors
Citadel Advisors
Florida
+$490K
3
UBS Group
UBS Group
Switzerland
+$48.6K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$28.9M +$5.45M +230,123 +20%
BCM
2
Brookstone Capital Management
Illinois
$569K – – –
Citadel Advisors
3
Citadel Advisors
Florida
$440K +$490K +20,673 New
UBS Group
4
UBS Group
Switzerland
$46K +$48.6K +2,052 +2,052%
Morgan Stanley
5
Morgan Stanley
New York
$32K – – –

MBCE Hedge Fund Activity: Q3 2022 in Review

5 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q3 2022, worth a combined $30M — up 15% from $26M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MBCE positions and 0 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 $5.45M.

  • 5 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q3 2022, up from 4 in Q2 2022.
  • Funds reported $30M of Monarch Blue Chips Elite Index ETF stock for Q3 2022, up 15% quarter-over-quarter.
  • 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q3 2022 and 0 closed out, a net change of +1 holder.
  • The largest Monarch Blue Chips Elite Index ETF buyer in Q3 2022 was Kingsview Wealth Management, an estimated $5.45M added.

Based on aggregated 13F filings for Q3 2022.