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Monarch Blue Chips Elite Index ETF

2 hedge funds and large institutions have $95.3M invested in Monarch Blue Chips Elite Index ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

31,253% more capital inflows, than outflows

Capital inflows: $12.2M | Capital outflows: $39K

2.11% more ownership

Funds ownership: 100.44% → 102.55% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less funds holding

Funds holding: 4 → 2 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
2
Holders Change
-2
Holders Change %
-50%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
–
Increased
1
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
+$12.2M

MBCE Hedge Fund Activity: Q2 2024 in Review

2 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q2 2024, worth a combined $95.3M — up 15% from $83.1M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of MBCE and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.

The largest buyer was Kingsview Wealth Management, adding an estimated $12.2M. The largest seller was Osaic Holdings, exiting entirely with an estimated $38.9K sold.

  • 2 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q2 2024, down from 4 in Q1 2024.
  • Funds reported $95.3M of Monarch Blue Chips Elite Index ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 0 funds opened new Monarch Blue Chips Elite Index ETF positions in Q2 2024 and 2 closed out, a net change of -2 holders.
  • The largest Monarch Blue Chips Elite Index ETF buyer in Q2 2024 was Kingsview Wealth Management, an estimated $12.2M added.
  • The largest Monarch Blue Chips Elite Index ETF seller in Q2 2024 was Osaic Holdings, an estimated $38.9K sold.

Based on aggregated 13F filings for Q2 2024.