Monarch Dividend Plus Index ETF
MDPL
6 hedge funds and large institutions have $57.3M invested in Monarch Dividend Plus Index ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
20% more funds holding
Funds holding: 5 → 6 (+1)
2% more capital invested
Capital invested by funds: $56.3M → $57.3M (+$1.05M)
0.26% less ownership
Funds ownership: 101.77% → 101.51% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.53M |
| 2 |
LPL Financial
San Diego,
California
|
+$294K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$212K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.2K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.12K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$382K |
| 2 |
PFG
Premier Financial Group
Eureka,
California
|
-$25.2K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $56.2M | +$3.53M | +131,928 | +6% |
|
2
Goldman Sachs
New York
| $563K | – | – | – |
|
|
3
LPL Financial
San Diego,
California
| $282K | +$294K | +10,994 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $203K | +$212K | +7,916 | New |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $24K | +$25.2K | +941 | New |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $6.83K | +$7.12K | +266 | New |
|
|
BCM
7
Brookstone Capital Management
Wheaton,
Illinois
| – | -$382K | -14,240 | Closed |
|
|
PFG
8
Premier Financial Group
Eureka,
California
| – | -$25.2K | -934 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$3.38K | -126 | Closed |
|
MDPL Hedge Fund Activity: Q1 2026 in Review
6 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q1 2026, worth a combined $57.3M — up 1.9% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MDPL positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $3.53M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $382K sold.
- 6 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q1 2026, up from 5 in Q4 2025.
- Funds reported $57.3M of Monarch Dividend Plus Index ETF stock for Q1 2026, up 1.9% quarter-over-quarter.
- 4 funds opened new Monarch Dividend Plus Index ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
- The largest Monarch Dividend Plus Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $3.53M added.
- The largest Monarch Dividend Plus Index ETF seller in Q1 2026 was Brookstone Capital Management, an estimated $382K sold.
Based on aggregated 13F filings for Q1 2026.