Morgan Dempsey Large Cap Value ETF
MDLV
11 hedge funds and large institutions have $37.9M invested in Morgan Dempsey Large Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
22% more funds holding
Funds holding: 9 → 11 (+2)
8% more capital invested
Capital invested by funds: $34.9M → $37.9M (+$2.94M)
3.65% more ownership
Funds ownership: 89.08% → 92.73% (+3.6%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$1.36M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$657K |
| 3 |
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
|
+$614K |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$254K |
| 5 |
JP Morgan Chase
New York
|
+$167K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MDCM
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
|
-$279K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$259K |
| 3 |
HF
HRT Financial
New York
|
-$258K |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$240K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Envestnet Asset Management
Chicago,
Illinois
| $17.6M | +$657K | +21,384 | +4% |
|
|
BPA
2
Beacon Pointe Advisors
Newport Beach,
California
| $15M | +$1.36M | +44,250 | +10% |
|
|
DM
3
Diversified Management
Milwaukee,
Wisconsin
| $2.96M | +$160K | +5,202 | +6% |
|
|
MASUI
4
MIRAE ASSET SECURITIES (USA) INC.
New York
| $614K | +$614K | +20,000 | New |
|
|
MDCM
5
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| $553K | -$279K | -9,071 | -33% |
|
|
AI
6
Atria Investments
Charlotte,
North Carolina
| $254K | +$254K | +8,263 | New |
|
7
Goldman Sachs
New York
| $244K | – | – | – |
|
|
GS
8
GTS Securities
Miami,
Florida
| $236K | -$240K | -7,822 | -50% |
|
|
9
JP Morgan Chase
New York
| $169K | +$167K | +5,454 | New |
|
|
EWA
10
EP Wealth Advisors
Torrance,
California
| $160K | +$160K | +5,213 | New |
|
|
11
UBS Group
Zurich,
Switzerland
| $30.8K | -$13.5K | -439 | -30% |
|
|
PAG
12
Private Advisor Group
Morristown,
New Jersey
| – | -$259K | -8,590 | Closed |
|
|
HF
13
HRT Financial
New York
| – | -$258K | -8,586 | Closed |
|
MDLV Hedge Fund Activity: Q2 2026 in Review
11 of the 8,268 institutional investors tracked by Wall St. Rank reported a position in Morgan Dempsey Large Cap Value ETF (MDLV) for Q2 2026, worth a combined $37.9M — up 8.4% from $34.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MDLV positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Beacon Pointe Advisors, adding an estimated $1.36M. The largest seller was Morgan Dempsey Capital Management, cutting an estimated $279K.
- 11 institutional investors held Morgan Dempsey Large Cap Value ETF (MDLV) as of Q2 2026, up from 9 in Q1 2026.
- Funds reported $37.9M of Morgan Dempsey Large Cap Value ETF stock for Q2 2026, up 8.4% quarter-over-quarter.
- 4 funds opened new Morgan Dempsey Large Cap Value ETF positions in Q2 2026 and 2 closed out, a net change of +2 holders.
- The largest Morgan Dempsey Large Cap Value ETF buyer in Q2 2026 was Beacon Pointe Advisors, an estimated $1.36M added.
- The largest Morgan Dempsey Large Cap Value ETF seller in Q2 2026 was Morgan Dempsey Capital Management, an estimated $279K sold.
Based on aggregated 13F filings for Q2 2026.