Monarch Dividend Plus Index ETF (MDPL)

• Market cap: $55.9M
• 1 day: 0.78%
• 5 days: 0.15%
• 1 month: -0.42%
• 3 months: -0.35%
• 6 months: -0.69%
• Year to date: 2.09%
• 1 year: 4.23%
• 5 years: 1.49%
• 10 years: 1.49%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

0.24% less ownership

Funds ownership: 100.37% [Q4 2024] → 100.13% (-0.24%) [Q1 2025]

5% less capital invested

Capital invested by funds: $59.7M [Q4 2024] → $56.8M (-$2.93M) [Q1 2025]

20% less funds holding

Funds holding: 5 [Q4 2024] → 4 (-1) [Q1 2025]

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 3