Morgan Dempsey Large Cap Value ETF
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.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
35% more capital invested
Capital invested by funds: $20.5M → $27.6M (+$7.18M)
10.73% more ownership
Funds ownership: 78.21% → 88.94% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$2.62M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.73M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$688K |
| 4 |
TWM
Thrive Wealth Management
Audubon,
Pennsylvania
|
+$378K |
| 5 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $14.2M | +$1.73M | +62,856 | +14% |
|
|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $10.1M | +$2.62M | +95,059 | +36% |
|
|
MDCM
3
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $878K | +$333K | +12,100 | +63% |
|
|
AI
4
Atria Investments
Charlotte,
North Carolina
| $699K | +$688K | +24,978 | New |
|
|
PAG
5
Private Advisor Group
Morristown,
New Jersey
| $434K | +$93.5K | +3,394 | +28% |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $412K | +$146K | +5,300 | +56% |
|
|
TWM
7
Thrive Wealth Management
Audubon,
Pennsylvania
| $384K | +$378K | +13,710 | New |
|
|
GS
8
GTS Securities
Miami,
Florida
| $337K | +$332K | +12,041 | New |
|
9
Morgan Stanley
New York
| $192K | +$189K | +6,855 | New |
|
|
OMC
10
Old Mission Capital
Chicago,
Illinois
| – | -$209K | -7,731 | Closed |
|
MDLV Hedge Fund Activity: Q3 2025 in Review
9 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in Morgan Dempsey Large Cap Value ETF (MDLV) for Q3 2025, worth a combined $27.6M — up 35% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MDLV positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 0 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $2.62M. The largest seller was Old Mission Capital, exiting entirely with an estimated $209K sold.
- 9 institutional investors held Morgan Dempsey Large Cap Value ETF (MDLV) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $27.6M of Morgan Dempsey Large Cap Value ETF stock for Q3 2025, up 35% quarter-over-quarter.
- 4 funds opened new Morgan Dempsey Large Cap Value ETF positions in Q3 2025 and 1 closed out, a net change of +3 holders.
- The largest Morgan Dempsey Large Cap Value ETF buyer in Q3 2025 was Beacon Pointe Advisors, an estimated $2.62M added.
- The largest Morgan Dempsey Large Cap Value ETF seller in Q3 2025 was Old Mission Capital, an estimated $209K sold.
Based on aggregated 13F filings for Q3 2025.