Monarch Blue Chips Elite Index ETF
MBCE
5 hedge funds and large institutions have $106M invested in Monarch Blue Chips Elite Index ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
150% more funds holding
Funds holding: 2 → 5 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.29% less ownership
Funds ownership: 98.36% → 98.07% (-0.29%)
2% less capital invested
Capital invested by funds: $109M → $106M (-$2.51M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$924K |
| 2 |
Two Sigma Investments
New York
|
+$411K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$330K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$914 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.52M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$506K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $105M | -$2.52M | -71,550 | -2% |
|
|
2
Goldman Sachs
New York
| $905K | +$924K | +26,274 | New |
|
|
3
Two Sigma Investments
New York
| $403K | +$411K | +11,700 | New |
|
|
RA
4
RFG Advisory
Birmingham,
Alabama
| $324K | +$330K | +9,395 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $896 | +$914 | +26 | New |
|
|
BCM
6
Brookstone Capital Management
Wheaton,
Illinois
| – | -$506K | -14,531 | Closed |
|
MBCE Hedge Fund Activity: Q4 2024 in Review
5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q4 2024, worth a combined $106M — down 2.3% from $109M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MBCE positions and 1 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $924K. The largest seller was Kingsview Wealth Management, cutting an estimated $2.52M.
- 5 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $106M of Monarch Blue Chips Elite Index ETF stock for Q4 2024, down 2.3% quarter-over-quarter.
- 4 funds opened new Monarch Blue Chips Elite Index ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q4 2024 was Goldman Sachs, an estimated $924K added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q4 2024 was Kingsview Wealth Management, an estimated $2.52M sold.
Based on aggregated 13F filings for Q4 2024.