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Morgan Dempsey Large Cap Value ETF
MDLV

Overview Fund Activity

6 hedge funds and large institutions have $9.78M invested in Morgan Dempsey Large Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
–
Holders Change %
0%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
2
Increased
2
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.65M
2
BPA
Beacon Pointe Advisors
California
+$1.36M
3
PAG
Private Advisor Group
New Jersey
+$204K
4
UBS Group
UBS Group
Switzerland
+$8.29K

Top Sellers

1
MCIA
Mountain Capital Investment Advisors
Colorado
-$8.35M
2
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$1.03M
3
OMC
Old Mission Capital
Illinois
-$328K
4
GS
GTS Securities
New York
-$298K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$4.83M +$3.65M +143,421 +309%
BPA
2
Beacon Pointe Advisors
California
$2.34M +$1.36M +53,508 +139%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$2.02M -$1.03M -40,302 -34%
GS
4
GTS Securities
New York
$368K -$298K -11,709 -45%
PAG
5
Private Advisor Group
New Jersey
$204K +$204K +8,026 New
UBS Group
6
UBS Group
Switzerland
$8.29K +$8.29K +326 New
MCIA
7
Mountain Capital Investment Advisors
Colorado
– -$8.35M -342,300 Closed
OMC
8
Old Mission Capital
Illinois
– -$328K -13,593 Closed