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Morgan Dempsey Large Cap Value ETF

3 hedge funds and large institutions have $26.6M invested in Morgan Dempsey Large Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

91.88% more ownership

Funds ownership: 0%91.88% (+92%)

Holders
3
Holders Change
+3
Holders Change %
% of All Funds
0.05%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
1
Morgan Dempsey Capital Management
Wisconsin
$13.9M +$13.9M +580,911 New
MCIA
2
Mountain Capital Investment Advisors
Colorado
$12.4M +$12.2M +509,403 New
Jane Street
3
Jane Street
New York
$292K +$293K +12,218 New

MDLV Hedge Fund Activity: Q2 2023 in Review

3 of the 6,373 institutional investors tracked by Wall St. Rank reported a position in Morgan Dempsey Large Cap Value ETF (MDLV) for Q2 2023, worth a combined $26.6M.

Buyers outnumbered sellers: 3 funds opened new MDLV positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Dempsey Capital Management, opening a new position worth an estimated $13.9M.

  • 3 institutional investors held Morgan Dempsey Large Cap Value ETF (MDLV) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $26.6M of Morgan Dempsey Large Cap Value ETF stock for Q2 2023.
  • 3 funds opened new Morgan Dempsey Large Cap Value ETF positions in Q2 2023 and 0 closed out, a net change of +3 holders.
  • The largest Morgan Dempsey Large Cap Value ETF buyer in Q2 2023 was Morgan Dempsey Capital Management, an estimated $13.9M added.

Based on aggregated 13F filings for Q2 2023.