Monarch Blue Chips Elite Index ETF
MBCE
7 hedge funds and large institutions have $143M invested in Monarch Blue Chips Elite Index ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
17% more capital invested
Capital invested by funds: $122M → $143M (+$20.6M)
16.62% more ownership
Funds ownership: 84.51% → 101.14% (+17%)
0% more funds holding
Funds holding: 7 → 7 (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: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$12M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$8.76M |
| 3 |
Morgan Stanley
New York
|
+$67.3K |
| 4 |
PFG
Premier Financial Group
Eureka,
California
|
+$46.3K |
| 5 |
LPL Financial
San Diego,
California
|
+$44.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$597K |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$34.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $125M | +$8.76M | +238,083 | +8% |
|
|
2
Goldman Sachs
New York
| $17.6M | +$12M | +326,226 | +216% |
|
|
3
LPL Financial
San Diego,
California
| $287K | +$44.6K | +1,212 | +18% |
|
|
RA
4
RFG Advisory
Birmingham,
Alabama
| $215K | -$34.9K | -949 | -14% |
|
|
5
Morgan Stanley
New York
| $67.6K | +$67.3K | +1,829 | +91,450% |
|
|
PFG
6
Premier Financial Group
Eureka,
California
| $46.7K | +$46.3K | +1,260 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $443 | -$4.3K | -117 | -91% |
|
|
8
Two Sigma Investments
New York
| – | -$597K | -16,200 | Closed |
|
MBCE Hedge Fund Activity: Q4 2025 in Review
7 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q4 2025, worth a combined $143M — up 17% from $122M a quarter earlier.
Fund positioning in MBCE was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $597K sold.
- 7 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q4 2025, unchanged from Q3 2025.
- Funds reported $143M of Monarch Blue Chips Elite Index ETF stock for Q4 2025, up 17% quarter-over-quarter.
- 1 fund opened new Monarch Blue Chips Elite Index ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q4 2025 was Goldman Sachs, an estimated $12M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q4 2025 was Two Sigma Investments, an estimated $597K sold.
Based on aggregated 13F filings for Q4 2025.