Monarch Blue Chips Elite Index ETF
MBCE
4 hedge funds and large institutions have $83.1M invested in Monarch Blue Chips Elite Index ETF in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
31% more capital invested
Capital invested by funds: $63.6M → $83.1M (+$19.5M)
2.03% more ownership
Funds ownership: 98.41% → 100.44% (+2%)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$10.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$124 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.03K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $82.6M | +$10.8M | +346,706 | +16% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $475K | – | – | – |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $38.9K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $131 | +$124 | +4 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | -$4.03K | -139 | Closed |
|
MBCE Hedge Fund Activity: Q1 2024 in Review
4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2024, worth a combined $83.1M — up 31% from $63.6M a quarter earlier.
Fund positioning in MBCE was balanced in Q1 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $10.8M. The largest seller was UBS Group, exiting entirely with an estimated $4.03K sold.
- 4 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $83.1M of Monarch Blue Chips Elite Index ETF stock for Q1 2024, up 31% quarter-over-quarter.
- 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q1 2024 and 1 closed out, a net change of 0 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2024 was Kingsview Wealth Management, an estimated $10.8M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q1 2024 was UBS Group, an estimated $4.03K sold.
Based on aggregated 13F filings for Q1 2024.