Monarch Dividend Plus Index ETF
MDPL
MDPL
4 hedge funds and large institutions have $56.8M invested in Monarch Dividend Plus Index ETF in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
Holders
4
Holding in Top 10
–
Calls
–
Puts
–
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $55.6M |
|
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|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $557K |
|
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3
Goldman Sachs
New York
| $552K |
|
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4
UBS Group
Zurich,
Switzerland
| $21.9K |
|