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MBCE

Monarch Blue Chips Elite Index ETF

2 hedge funds and large institutions have $109M invested in Monarch Blue Chips Elite Index ETF in 2024 Q3 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $95.3M → $109M (+$13.7M)

0% more funds holding

Funds holding: 22 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.19% less ownership

Funds ownership: 102.55%98.36% (-4.2%)

Holders
2
Holders Change
Holders Change %
0%
% 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
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$6.82M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$108M +$6.82M +205,036 +7%
BCM
2
Brookstone Capital Management
Illinois
$506K

MBCE Hedge Fund Activity: Q3 2024 in Review

2 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q3 2024, worth a combined $109M — up 14% from $95.3M a quarter earlier.

Fund positioning in MBCE was balanced in Q3 2024: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 0 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $6.82M.

  • 2 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $109M of Monarch Blue Chips Elite Index ETF stock for Q3 2024, up 14% quarter-over-quarter.
  • 0 funds opened new Monarch Blue Chips Elite Index ETF positions in Q3 2024 and 0 closed out.
  • The largest Monarch Blue Chips Elite Index ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $6.82M added.

Based on aggregated 13F filings for Q3 2024.