Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $37M invested in Monarch Blue Chips Elite Index ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
3% more capital invested
Capital invested by funds: $35.9M → $37M (+$1.08M)
0% more funds holding
Funds holding: 4 → 4 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.23% less ownership
Funds ownership: 98.53% → 98.3% (-0.23%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$867K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$471K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$16.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $36.4M | -$867K | -33,754 | -2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $520K | -$16.3K | -633 | -3% |
|
3
Morgan Stanley
New York
| $40.8K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $16.8K | +$16K | +623 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$471K | -18,722 | Closed |
|
MBCE Hedge Fund Activity: Q2 2023 in Review
4 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q2 2023, worth a combined $37M — up 3% from $35.9M a quarter earlier.
Fund positioning in MBCE was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $16K. The largest seller was Kingsview Wealth Management, cutting an estimated $867K.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $37M of Monarch Blue Chips Elite Index ETF stock for Q2 2023, up 3% quarter-over-quarter.
- 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q2 2023 was UBS Group, an estimated $16K added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q2 2023 was Kingsview Wealth Management, an estimated $867K sold.
Based on aggregated 13F filings for Q2 2023.