Monarch Blue Chips Elite Index ETF
MBCE
11 hedge funds and large institutions have $152M invested in Monarch Blue Chips Elite Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
57% more funds holding
Funds holding: 7 → 11 (+4)
6% more capital invested
Capital invested by funds: $143M → $152M (+$8.87M)
1.15% more ownership
Funds ownership: 101.14% → 102.28% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$17.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$898K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$316K |
| 4 |
Jane Street
New York
|
+$250K |
| 5 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$281K |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$215K |
| 3 |
PFG
Premier Financial Group
Eureka,
California
|
-$46.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $133M | +$17.6M | +485,142 | +14% |
|
|
2
Goldman Sachs
New York
| $16.2M | -$281K | -7,713 | -2% |
|
|
3
LPL Financial
San Diego,
California
| $1.12M | +$898K | +24,680 | +317% |
|
|
MS
4
Millington Securities
Red Bank,
New Jersey
| $300K | +$316K | +8,685 | New |
|
|
WI
5
WBI Investments
Red Bank,
New Jersey
| $300K | +$316K | +8,685 | New |
|
|
6
Jane Street
New York
| $237K | +$250K | +6,869 | New |
|
|
MWM
7
Maridea Wealth Management
Brooklyn,
New York
| $233K | +$246K | +6,768 | New |
|
8
Morgan Stanley
New York
| $63.7K | +$546 | +15 | +0.8% |
|
9
UBS Group
Zurich,
Switzerland
| $52.6K | +$55K | +1,512 | +12,600% |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $48K | +$50.9K | +1,399 | New |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| $25.8K | +$27.2K | +747 | New |
|
|
RA
12
RFG Advisory
Birmingham,
Alabama
| – | -$215K | -5,816 | Closed |
|
|
PFG
13
Premier Financial Group
Eureka,
California
| – | -$46.7K | -1,260 | Closed |
|
MBCE Hedge Fund Activity: Q1 2026 in Review
11 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Monarch Blue Chips Elite Index ETF (MBCE) for Q1 2026, worth a combined $152M — up 6.2% from $143M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MBCE positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $17.6M. The largest seller was Goldman Sachs, cutting an estimated $281K.
- 11 institutional investors held Monarch Blue Chips Elite Index ETF (MBCE) as of Q1 2026, up from 7 in Q4 2025.
- Funds reported $152M of Monarch Blue Chips Elite Index ETF stock for Q1 2026, up 6.2% quarter-over-quarter.
- 6 funds opened new Monarch Blue Chips Elite Index ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
- The largest Monarch Blue Chips Elite Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $17.6M added.
- The largest Monarch Blue Chips Elite Index ETF seller in Q1 2026 was Goldman Sachs, an estimated $281K sold.
Based on aggregated 13F filings for Q1 2026.