Morgan Dempsey Large Cap Value ETF
MDLV
9 hedge funds and large institutions have $34.9M invested in Morgan Dempsey Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.
111% more capital invested
Capital invested by funds: $16.5M → $34.9M (+$18.4M)
40.88% more ownership
Funds ownership: 48.2% → 89.08% (+41%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
10% less funds holding
Funds holding: 10 → 9 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.6M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.03M |
| 3 |
HF
HRT Financial
New York
|
+$259K |
| 4 |
Goldman Sachs
New York
|
+$240K |
| 5 |
DM
Diversified Management
Milwaukee,
Wisconsin
|
+$50.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$513K |
| 2 |
GS
GTS Securities
New York
|
-$407K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$237K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$228K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $16.7M | +$16.6M | +552,181 | New |
|
|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $13.4M | +$2.03M | +67,444 | +18% |
|
|
DM
3
Diversified Management
Milwaukee,
Wisconsin
| $2.75M | +$50.3K | +1,670 | +2% |
|
|
MDCM
4
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $817K | -$211K | -7,011 | -21% |
|
|
GS
5
GTS Securities
New York
| $468K | -$407K | -13,520 | -47% |
|
|
PAG
6
Private Advisor Group
Morristown,
New Jersey
| $259K | -$45.2K | -1,501 | -15% |
|
|
HF
7
HRT Financial
New York
| $258K | +$259K | +8,586 | New |
|
|
8
Goldman Sachs
New York
| $240K | +$240K | +7,953 | New |
|
9
UBS Group
Zurich,
Switzerland
| $43.5K | +$23.7K | +788 | +120% |
|
|
AI
10
Atria Investments
Charlotte,
North Carolina
| – | -$513K | -18,087 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$237K | -8,342 | Closed |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$228K | -8,034 | Closed |
|
|
TWM
13
Thrive Wealth Management
Audubon,
Pennsylvania
| – | -$206K | -7,279 | Closed |
|
MDLV Hedge Fund Activity: Q1 2026 in Review
9 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Morgan Dempsey Large Cap Value ETF (MDLV) for Q1 2026, worth a combined $34.9M — up 111% from $16.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MDLV and 3 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $16.6M. The largest seller was Atria Investments, exiting entirely with an estimated $513K sold.
- 9 institutional investors held Morgan Dempsey Large Cap Value ETF (MDLV) as of Q1 2026, down from 10 in Q4 2025.
- Funds reported $34.9M of Morgan Dempsey Large Cap Value ETF stock for Q1 2026, up 111% quarter-over-quarter.
- 3 funds opened new Morgan Dempsey Large Cap Value ETF positions in Q1 2026 and 4 closed out, a net change of -1 holder.
- The largest Morgan Dempsey Large Cap Value ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $16.6M added.
- The largest Morgan Dempsey Large Cap Value ETF seller in Q1 2026 was Atria Investments, an estimated $513K sold.
Based on aggregated 13F filings for Q1 2026.