Monarch Blue Chips Elite Index ETF
MBCE
5 hedge funds and large institutions have $119M invested in Monarch Blue Chips Elite Index ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
12% more capital invested
Capital invested by funds: $106M → $119M (+$12.9M)
0% more funds holding
Funds holding: 5 → 5 (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: 2 | Existing positions closed: 2
1.11% less ownership
Funds ownership: 98.07% → 96.95% (-1.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$25.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$185K |
| 3 |
Morgan Stanley
New York
|
+$35 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$8.33M |
| 2 |
Two Sigma Investments
New York
|
-$403K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$59.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$896 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $93.8M | -$8.33M | -237,761 | -8% |
|
|
2
Goldman Sachs
New York
| $25.1M | +$25.4M | +724,696 | +2,758% |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K | -$59.3K | -1,693 | -18% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $176K | +$185K | +5,274 | New |
|
|
5
Morgan Stanley
New York
| $65 | +$35 | +1 | New |
|
|
6
Two Sigma Investments
New York
| – | -$403K | -11,700 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$896 | -26 | Closed |
|
MBCE Hedge Fund Activity: Q1 2025 in Review
5 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2025, worth a combined $119M — up 12% from $106M a quarter earlier.
Fund positioning in MBCE was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $25.4M. The largest seller was Kingsview Wealth Management, cutting an estimated $8.33M.
- 5 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $119M of Monarch Blue Chips Elite Index ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2025 was Goldman Sachs, an estimated $25.4M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q1 2025 was Kingsview Wealth Management, an estimated $8.33M sold.
Based on aggregated 13F filings for Q1 2025.