Monarch Blue Chips Elite Index ETF
MBCE
7 hedge funds and large institutions have $122M invested in Monarch Blue Chips Elite Index ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
4% more capital invested
Capital invested by funds: $118M → $122M (+$4.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
22.39% less ownership
Funds ownership: 106.9% → 84.51% (-22%)
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
|
+$9.84M |
| 2 |
Two Sigma Investments
New York
|
+$595K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$4.74K |
| 4 |
Morgan Stanley
New York
|
+$73 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.35M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$17.9K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$11.5K |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$1.09K |
| 5 |
LPL Financial
San Diego,
California
|
-$404 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $116M | +$9.84M | +267,822 | +9% |
|
|
2
Goldman Sachs
New York
| $5.56M | -$7.35M | -200,000 | -57% |
|
|
3
Two Sigma Investments
New York
| $597K | +$595K | +16,200 | New |
|
|
RA
4
RFG Advisory
Birmingham,
Alabama
| $249K | -$11.5K | -312 | -4% |
|
|
5
LPL Financial
San Diego,
California
| $242K | -$404 | -11 | -0.2% |
|
|
6
UBS Group
Zurich,
Switzerland
| $4.75K | +$4.74K | +129 | New |
|
|
7
Morgan Stanley
New York
| $94 | +$73 | +2 | New |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$17.9K | -490 | Closed |
|
|
9
Raymond James Financial
St Petersburg,
Florida
| – | -$1.09K | -30 | Closed |
|
MBCE Hedge Fund Activity: Q3 2025 in Review
7 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q3 2025, worth a combined $122M — up 3.6% from $118M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MBCE positions and 2 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 $9.84M. The largest seller was Goldman Sachs, cutting an estimated $7.35M.
- 7 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $122M of Monarch Blue Chips Elite Index ETF stock for Q3 2025, up 3.6% quarter-over-quarter.
- 3 funds opened new Monarch Blue Chips Elite Index ETF positions in Q3 2025 and 2 closed out, a net change of +1 holder.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $9.84M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q3 2025 was Goldman Sachs, an estimated $7.35M sold.
Based on aggregated 13F filings for Q3 2025.