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Morgan Dempsey Large Cap Value ETF
MDLV

9 hedge funds and large institutions have $34.9M invested in Morgan Dempsey Large Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding: →

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
9
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$16.6M
2
+$2.03M
3
+$259K
4
Goldman Sachs
Goldman Sachs
New York
+$240K
5
DM
Diversified Management
Wisconsin
+$50.3K

Top Sellers

1
-$513K
2
-$407K
3
-$237K
4
OMC
Old Mission Capital
Illinois
-$228K
5
MDCM
Morgan Dempsey Capital Management
Wisconsin
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$16.7M
BPA
2
Beacon Pointe Advisors
California
$13.4M
DM
3
Diversified Management
Wisconsin
$2.75M
MDCM
4
Morgan Dempsey Capital Management
Wisconsin
$817K
GS
5
GTS Securities
New York
$468K
PAG
6
Private Advisor Group
New Jersey
$259K
HF
7
HRT Financial
New York
$258K
Goldman Sachs
8
Goldman Sachs
New York
$240K
UBS Group
9
UBS Group
Switzerland
$43.5K
AI
10
Atria Investments
North Carolina
–
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
–
OMC
12
Old Mission Capital
Illinois
–
TWM
13
Thrive Wealth Management
Pennsylvania
–