Monarch Blue Chips Elite Index ETF
MBCE
6 hedge funds and large institutions have $34.1M invested in Monarch Blue Chips Elite Index ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $30M → $34.1M (+$4.15M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
69.38% less ownership
Funds ownership: 169.99% → 100.61% (-69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$835K |
| 2 |
Goldman Sachs
New York
|
+$231K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$244K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$154K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $33.1M | +$835K | +36,122 | +3% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $496K | -$154K | -6,661 | -25% |
|
|
3
Citadel Advisors
Miami,
Florida
| $240K | -$244K | -10,558 | -51% |
|
|
4
Goldman Sachs
New York
| $237K | +$231K | +9,978 | New |
|
5
Morgan Stanley
New York
| $35.9K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $26.2K | -$24.2K | -1,047 | -49% |
|
MBCE Hedge Fund Activity: Q4 2022 in Review
6 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q4 2022, worth a combined $34.1M — up 14% from $30M 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 3 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $835K. The largest seller was Citadel Advisors, cutting an estimated $244K.
- 6 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q4 2022, up from 5 in Q3 2022.
- Funds reported $34.1M of Monarch Blue Chips Elite Index ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q4 2022 and 0 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q4 2022 was Kingsview Wealth Management, an estimated $835K added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q4 2022 was Citadel Advisors, an estimated $244K sold.
Based on aggregated 13F filings for Q4 2022.