Monarch Select Subsector Index ETF
MSSS
3 hedge funds and large institutions have $104M invested in Monarch Select Subsector Index ETF in 2025 Q1 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 0 closing their positions.
0% more funds holding
Funds holding: 3 → 3 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.37% less ownership
Funds ownership: 99.96% → 99.59% (-0.37%)
3% less capital invested
Capital invested by funds: $107M → $104M (-$2.91M)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$13.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.54M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$140 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $103M | -$1.54M | -54,900 | -1% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $402K | -$140 | -5 | -0% |
|
|
3
UBS Group
Zurich,
Switzerland
| $208K | +$13.9K | +497 | +7% |
|
MSSS Hedge Fund Activity: Q1 2025 in Review
3 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Monarch Select Subsector Index ETF (MSSS) for Q1 2025, worth a combined $104M — down 2.7% from $107M a quarter earlier.
Fund positioning in MSSS was balanced in Q1 2025: 0 funds opened new positions, 0 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $13.9K. The largest seller was Kingsview Wealth Management, cutting an estimated $1.54M.
- 3 institutional investors held Monarch Select Subsector Index ETF (MSSS) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $104M of Monarch Select Subsector Index ETF stock for Q1 2025, down 2.7% quarter-over-quarter.
- 0 funds opened new Monarch Select Subsector Index ETF positions in Q1 2025 and 0 closed out.
- The largest Monarch Select Subsector Index ETF buyer in Q1 2025 was UBS Group, an estimated $13.9K added.
- The largest Monarch Select Subsector Index ETF seller in Q1 2025 was Kingsview Wealth Management, an estimated $1.54M sold.
Based on aggregated 13F filings for Q1 2025.