Monarch Blue Chips Core Index
MBCC • BATS
Monarch Blue Chips Core Index is an exchange-traded fund on BATS. As of Q3 2025, 7 institutional investors hold shares in this ETF, with total holdings valued at $122.2M. Kingsview Wealth Management, LLC is the largest holder with a position valued at $115.6M.
Overview
Overview of institutional ownership in MBCC as of Q3 2025
All Institutions
- Institutions
- 7
- Value Held
- $122.2M
- Shares Held
- 3.3M
- Avg Position
- $17.5M
- Median Position
- $249.2K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $596.9K
- Shares Held
- 16.2K
- Avg Position
- $596.9K
- Median Position
- $596.9K
Biggest Investors
Institutions with the largest positions in MBCC as of Q3 2025
| Institution | Position Value |
|---|---|
 Kingsview Wealth Management, LLC RIA/Wealth | $115.6M 1.78% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $5.6M 0.00% of portfolio |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $596.9K 0.00% of portfolio |
 RFG Advisory Group, LLC RIA/Wealth | $249.2K 0.01% of portfolio |
L LPL Financial LLC Institution | $241.9K 0.00% of portfolio |
 UBS Group AG Institution | $4.8K 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $94.0 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | - 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | - 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MBCC in Q3 2025
- Traded
- +$3.1M
- Buyers
- 4
- Sellers
- 5
- Total Bought
- +$10.5M
- Total Sold
- −$7.4M
- Avg Position
- $13.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | +$9.9M +267.8K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$596.9K +16.2K shares |
UBS Group AG Institution | +$4.8K +129.0 shares |
MORGAN STANLEY RIA/Wealth | +$94.0 +2.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
GOLDMAN SACHS GROUP INC Institution | −$7.4M −200.0K shares |
BANK OF AMERICA CORP /DE/ Institution | −$17.9K −490.0 shares |
RFG Advisory Group, LLC RIA/Wealth | −$11.5K −312.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.1K −30.0 shares |
L LPL Financial LLC Institution | −$405.3 −11.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MBCC in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 2
- Exited Value
- $19.0K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $17.9K 490.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.1K 30.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MBCC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MBCC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | 1.78% $115.6M |
RFG Advisory Group, LLC RIA/Wealth | 0.01% $249.2K |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | 0.00% $596.9K |
GOLDMAN SACHS GROUP INC Institution | 0.00% $5.6M |
L LPL Financial LLC Institution | 0.00% $241.9K |
UBS Group AG Institution | 0.00% $4.8K |
MORGAN STANLEY RIA/Wealth | 0.00% $94.0 |
BANK OF AMERICA CORP /DE/ Institution | 0.00% - |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | 0.00% - |
Hedge Fund Spotlight
Discover hedge funds investing in MBCC
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in Monarch Blue Chips Core Index
- Market Value
- $596.9K
- Shares Held
- 16.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
