Monarch Blue Chips Elite Index ETF
MBCE
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.
15% more capital invested
Capital invested by funds: $83.1M → $95.3M (+$12.2M)
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$38.9K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$131 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $94.8M | +$12.2M | +382,834 | +15% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $477K | – | – | – |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| – | -$38.9K | -1,190 | Closed |
|
|
4
Bank of America
Charlotte,
North Carolina
| – | -$131 | -4 | Closed |
|
MBCE Hedge Fund Activity: Q2 2024 in Review
2 of the 6,924 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.