Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $35.9M invested in Monarch Blue Chips Elite Index ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
5% more capital invested
Capital invested by funds: $34.1M → $35.9M (+$1.8M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.08% less ownership
Funds ownership: 100.61% → 98.53% (-2.1%)
33% less funds holding
Funds holding: 6 → 4 (-2)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$237K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$185K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$26.2K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$588 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $34.9M | -$185K | -7,559 | -0.5% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $520K | -$588 | -24 | -0.1% |
|
|
3
Citadel Advisors
Miami,
Florida
| $471K | +$211K | +8,607 | +85% |
|
4
Morgan Stanley
New York
| $38.1K | – | – | – |
|
|
5
Goldman Sachs
New York
| – | -$237K | -9,978 | Closed |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$26.2K | -1,105 | Closed |
|
MBCE Hedge Fund Activity: Q1 2023 in Review
4 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2023, worth a combined $35.9M — up 5.3% from $34.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBCE and 0 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 1 added.
The largest buyer was Citadel Advisors, adding an estimated $211K. The largest seller was Goldman Sachs, exiting entirely with an estimated $237K sold.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2023, down from 6 in Q4 2022.
- Funds reported $35.9M of Monarch Blue Chips Elite Index ETF stock for Q1 2023, up 5.3% quarter-over-quarter.
- 0 funds opened new Monarch Blue Chips Elite Index ETF positions in Q1 2023 and 2 closed out, a net change of -2 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2023 was Citadel Advisors, an estimated $211K added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q1 2023 was Goldman Sachs, an estimated $237K sold.
Based on aggregated 13F filings for Q1 2023.