Monarch Blue Chips Elite Index ETF
MBCE
6 hedge funds and large institutions have $118M invested in Monarch Blue Chips Elite Index ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
9.95% more ownership
Funds ownership: 96.95% → 106.9% (+9.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $119M → $118M (-$1.38M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$224K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.02K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$13.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$163K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$21.3K |
| 4 |
Morgan Stanley
New York
|
-$65 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $105M | +$2.2M | +64,621 | +2% |
|
|
2
Goldman Sachs
New York
| $12.8M | -$13.6M | -400,000 | -53% |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $258K | -$21.3K | -625 | -8% |
|
|
4
LPL Financial
San Diego,
California
| $240K | +$224K | +6,577 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $17.9K | -$163K | -4,784 | -91% |
|
|
6
Raymond James Financial
St Petersburg,
Florida
| $1.09K | +$1.02K | +30 | New |
|
|
7
Morgan Stanley
New York
| – | -$65 | -1 | Closed |
|
MBCE Hedge Fund Activity: Q2 2025 in Review
6 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q2 2025, worth a combined $118M — down 1.2% from $119M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBCE positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $2.2M. The largest seller was Goldman Sachs, cutting an estimated $13.6M.
- 6 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q2 2025, up from 5 in Q1 2025.
- Funds reported $118M of Monarch Blue Chips Elite Index ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
- 2 funds opened new Monarch Blue Chips Elite Index ETF positions in Q2 2025 and 1 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q2 2025 was Kingsview Wealth Management, an estimated $2.2M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q2 2025 was Goldman Sachs, an estimated $13.6M sold.
Based on aggregated 13F filings for Q2 2025.