Morgan Dempsey Large Cap Value ETF
MDLV
MDLV
5 hedge funds and large institutions have $18.7M invested in Morgan Dempsey Large Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
GS
1
GTS Securities
New York
|
$0 |
| 2 |
PAG
2
Private Advisor Group
Morristown,
New Jersey
|
$311K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
1
Envestnet Asset Management
Chicago,
Illinois
| $8.83M | 341,875 | +116,519 | +52% |
|
|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $4.89M | 189,575 | +40,687 | +27% |
|
|
MDCM
3
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $4.19M | 162,402 | +68,963 | +74% |
|
4
Goldman Sachs
New York
| $462K | 17,883 | +17,883 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $311K | 12,043 | -1,980 | -14% |
|
|
GS
6
GTS Securities
New York
| – | – | -23,384 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | – | -48 | Closed |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|