MBCE

Monarch Blue Chips Elite Index ETF
MBCE

10 hedge funds and large institutions have $151M invested in Monarch Blue Chips Elite Index ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

0.95% more ownership

Funds ownership: 101.14% → 102.08% (+0.95%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
10
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$17.6M
2
+$898K
3
+$316K
4
Jane Street
Jane Street
New York
+$250K
5
MWM
Maridea Wealth Management
New York
+$246K

Top Sellers

1
-$281K
2
-$215K
3
-$46.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$133M
Goldman Sachs
2
Goldman Sachs
New York
$16.2M
LPL Financial
3
LPL Financial
California
$1.12M
WI
4
WBI Investments
New Jersey
$300K
Jane Street
5
Jane Street
New York
$237K
MWM
6
Maridea Wealth Management
New York
$233K
Morgan Stanley
7
Morgan Stanley
New York
$63.7K
UBS Group
8
UBS Group
Switzerland
$52.6K
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$48K
AWM
10
AE Wealth Management
Kansas
$25.8K
RA
11
RFG Advisory
Alabama
–
PFG
12
Premier Financial Group
California
–