Monarch Blue Chips Elite Index ETF
MBCE
3 hedge funds and large institutions have $40.3M invested in Monarch Blue Chips Elite Index ETF in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
9% more capital invested
Capital invested by funds: $37M → $40.3M (+$3.23M)
0.72% more ownership
Funds ownership: 98.3% → 99.02% (+0.72%)
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
25% less funds holding
Funds holding: 4 → 3 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$138K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$16.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $39.8M | +$5.25M | +194,092 | +14% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $374K | -$138K | -5,112 | -26% |
|
3
Morgan Stanley
New York
| $39K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| – | -$16.8K | -623 | Closed |
|
MBCE Hedge Fund Activity: Q3 2023 in Review
3 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q3 2023, worth a combined $40.3M — up 8.7% from $37M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MBCE and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $5.25M. The largest seller was Brookstone Capital Management, cutting an estimated $138K.
- 3 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q3 2023, down from 4 in Q2 2023.
- Funds reported $40.3M of Monarch Blue Chips Elite Index ETF stock for Q3 2023, up 8.7% quarter-over-quarter.
- 0 funds opened new Monarch Blue Chips Elite Index ETF positions in Q3 2023 and 1 closed out, a net change of -1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q3 2023 was Kingsview Wealth Management, an estimated $5.25M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q3 2023 was Brookstone Capital Management, an estimated $138K sold.
Based on aggregated 13F filings for Q3 2023.