Monarch Select Subsector Index ETF
MSSS
3 hedge funds and large institutions have $107M invested in Monarch Select Subsector Index ETF in 2024 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
73% more capital invested
Capital invested by funds: $61.8M → $107M (+$45.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.1% less ownership
Funds ownership: 101.06% → 99.96% (-1.1%)
40% less funds holding
Funds holding: 5 → 3 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$50.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$432K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$269K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $106M | +$50.9M | +1,779,452 | +85% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $407K | -$180K | -6,292 | -30% |
|
|
3
UBS Group
Zurich,
Switzerland
| $197K | +$205K | +7,158 | +27,531% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$432K | -14,917 | Closed |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$269K | -9,282 | Closed |
|
MSSS Hedge Fund Activity: Q4 2024 in Review
3 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monarch Select Subsector Index ETF (MSSS) for Q4 2024, worth a combined $107M — up 73% from $61.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MSSS and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 2 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $50.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $432K sold.
- 3 institutional investors held Monarch Select Subsector Index ETF (MSSS) as of Q4 2024, down from 5 in Q3 2024.
- Funds reported $107M of Monarch Select Subsector Index ETF stock for Q4 2024, up 73% quarter-over-quarter.
- 0 funds opened new Monarch Select Subsector Index ETF positions in Q4 2024 and 2 closed out, a net change of -2 holders.
- The largest Monarch Select Subsector Index ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $50.9M added.
- The largest Monarch Select Subsector Index ETF seller in Q4 2024 was Susquehanna International Group, an estimated $432K sold.
Based on aggregated 13F filings for Q4 2024.