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Monarch Select Subsector Index ETF

9 hedge funds and large institutions have $117M invested in Monarch Select Subsector Index ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

80% more funds holding

Funds holding: 59 (+4)

1% more capital invested

Capital invested by funds: $115M → $117M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.48% less ownership

Funds ownership: 100.39%99.91% (-0.48%)

Holders
9
Holders Change
+4
Holders Change %
+80%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
1
Reduced
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$115M +$1.96M +62,979 +2%
LPL Financial
2
LPL Financial
California
$506K +$527K +16,912 New
Goldman Sachs
3
Goldman Sachs
New York
$411K +$429K +13,761 New
MS
4
Millington Securities
New Jersey
$300K +$312K +10,026 New
WI
5
WBI Investments
New Jersey
$300K +$312K +10,026 New
Morgan Stanley
6
Morgan Stanley
New York
$54K
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$38K +$39.4K +1,265 New
PFG
8
Premier Financial Group
California
$35.6K
AWM
9
AE Wealth Management
Kansas
$14.6K +$15.2K +488 New
BCM
10
Brookstone Capital Management
Illinois
-$408K -13,477 Closed
UBS Group
11
UBS Group
Switzerland
-$1.66K -55 Closed

MSSS Hedge Fund Activity: Q1 2026 in Review

9 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Monarch Select Subsector Index ETF (MSSS) for Q1 2026, worth a combined $117M — up 1.5% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MSSS positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $1.96M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $408K sold.

  • 9 institutional investors held Monarch Select Subsector Index ETF (MSSS) as of Q1 2026, up from 5 in Q4 2025.
  • Funds reported $117M of Monarch Select Subsector Index ETF stock for Q1 2026, up 1.5% quarter-over-quarter.
  • 6 funds opened new Monarch Select Subsector Index ETF positions in Q1 2026 and 2 closed out, a net change of +4 holders.
  • The largest Monarch Select Subsector Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $1.96M added.
  • The largest Monarch Select Subsector Index ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $408K sold.

Based on aggregated 13F filings for Q1 2026.