Morgan Dempsey Large Cap Value ETF
MDLV
MDLV
9 hedge funds and large institutions have $27.6M invested in Morgan Dempsey Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 0 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 ownership
Funds ownership: →
Holders
9
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.66M | |
| 2 | +$1.76M | |
| 3 | +$699K | |
| 4 |
TWM
Thrive Wealth Management
Audubon,
Pennsylvania
|
+$384K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$339K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $14.2M |
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|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $10.1M |
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|
MDCM
3
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $878K |
|
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|
AI
4
Atria Investments
Charlotte,
North Carolina
| $699K |
|
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|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $434K |
|
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6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $412K |
|
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|
TWM
7
Thrive Wealth Management
Audubon,
Pennsylvania
| $384K |
|
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|
GS
8
GTS Securities
New York
| $337K |
|
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9
Morgan Stanley
New York
| $192K |
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|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – |
|