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Monarch Select Subsector Index ETF

4 hedge funds and large institutions have $90.8M invested in Monarch Select Subsector Index ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$90.2M -$22.3M -756,436 -20%
BCM
2
Brookstone Capital Management
Illinois
$398K -$39.4K -1,335 -9%
UBS Group
3
UBS Group
Switzerland
$181K -$45.8K -1,551 -20%
Bank of America
4
Bank of America
North Carolina
$46K +$46K +1,558 New