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Morgan Dempsey Large Cap Value ETF
MDLV

Overview Fund Activity

5 hedge funds and large institutions have $18.6M invested in Morgan Dempsey Large Cap Value ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
–
Holders Change %
0%
% 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
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.66M
2
BPA
Beacon Pointe Advisors
California
+$1.25M
3
GS
GTS Securities
New York
+$320K
4
PAG
Private Advisor Group
New Jersey
+$10.5K

Top Sellers

1
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$3.82M
2
Goldman Sachs
Goldman Sachs
New York
-$462K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.9M +$1.66M +61,174 +18%
BPA
2
Beacon Pointe Advisors
California
$6.4M +$1.25M +46,064 +24%
MDCM
3
Morgan Dempsey Capital Management
Wisconsin
$584K -$3.82M -140,902 -87%
PAG
4
Private Advisor Group
New Jersey
$337K +$10.5K +385 +3%
GS
5
GTS Securities
New York
$320K +$320K +11,792 New
Goldman Sachs
6
Goldman Sachs
New York
– -$462K -17,883 Closed