Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $63.6M invested in Monarch Blue Chips Elite Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
58% more capital invested
Capital invested by funds: $40.3M → $63.6M (+$23.3M)
33% more funds holding
Funds holding: 3 → 4 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.61% less ownership
Funds ownership: 99.02% → 98.41% (-0.61%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$17.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$32.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.78K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $63.1M | +$17.1M | +630,246 | +41% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $421K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $34.5K | +$32.3K | +1,190 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.03K | +$3.78K | +139 | New |
|
|
5
Morgan Stanley
New York
| – | -$39K | -1,515 | Closed |
|
MBCE Hedge Fund Activity: Q4 2023 in Review
4 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q4 2023, worth a combined $63.6M — up 58% from $40.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBCE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $17.1M. The largest seller was Morgan Stanley, exiting entirely with an estimated $39K sold.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q4 2023, up from 3 in Q3 2023.
- Funds reported $63.6M of Monarch Blue Chips Elite Index ETF stock for Q4 2023, up 58% quarter-over-quarter.
- 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q4 2023 and 1 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q4 2023 was Kingsview Wealth Management, an estimated $17.1M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q4 2023 was Morgan Stanley, an estimated $39K sold.
Based on aggregated 13F filings for Q4 2023.