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Morgan Dempsey Large Cap Value ETF
MDLV

Overview Fund Trends Analyst Outlook Journalist POV

6 hedge funds and large institutions have $20.5M invested in Morgan Dempsey Large Cap Value ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.25% less ownership

Funds ownership: 82.46% → 78.21% (-4.3%)

Holders
6
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$1.12M
2
+$808K
3
+$254K
4
OMC
Old Mission Capital
Illinois
+$209K

Top Sellers

1
-$320K
2
-$60.8K
3
-$9.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12M
BPA
2
Beacon Pointe Advisors
California
$7.16M
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$519K
PAG
4
Private Advisor Group
New Jersey
$326K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$254K
OMC
6
Old Mission Capital
Illinois
$209K
GS
7
GTS Securities
New York
–