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Monarch Select Subsector Index ETF

5 hedge funds and large institutions have $54.8M invested in Monarch Select Subsector Index ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 25 (+3)

0.75% more ownership

Funds ownership: 99.83%100.58% (+0.75%)

6% less capital invested

Capital invested by funds: $58.3M → $54.8M (-$3.49M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$53.7M -$2.83M -114,063 -5%
BCM
2
Brookstone Capital Management
Illinois
$564K
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$310K +$307K +12,373 New
Citadel Advisors
4
Citadel Advisors
Florida
$204K +$202K +8,137 New
UBS Group
5
UBS Group
Switzerland
$100 +$99 +4 New

MSSS Hedge Fund Activity: Q2 2024 in Review

5 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Monarch Select Subsector Index ETF (MSSS) for Q2 2024, worth a combined $54.8M — down 6% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MSSS positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $307K. The largest seller was Kingsview Wealth Management, cutting an estimated $2.83M.

  • 5 institutional investors held Monarch Select Subsector Index ETF (MSSS) as of Q2 2024, up from 2 in Q1 2024.
  • Funds reported $54.8M of Monarch Select Subsector Index ETF stock for Q2 2024, down 6% quarter-over-quarter.
  • 3 funds opened new Monarch Select Subsector Index ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest Monarch Select Subsector Index ETF buyer in Q2 2024 was Susquehanna International Group, an estimated $307K added.
  • The largest Monarch Select Subsector Index ETF seller in Q2 2024 was Kingsview Wealth Management, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2024.