MDPL icon

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.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

Holders
6
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
+$3.53M
2
+$294K
3
+$212K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$25.2K
5
AWM
AE Wealth Management
Kansas
+$7.12K

Top Sellers

1
-$382K
2
-$25.2K
3
-$3.38K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$56.2M
Goldman Sachs
2
Goldman Sachs
New York
$563K
LPL Financial
3
LPL Financial
California
$282K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$203K
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$24K
AWM
6
AE Wealth Management
Kansas
$6.83K
BCM
7
Brookstone Capital Management
Illinois
–
PFG
8
Premier Financial Group
California
–
UBS Group
9
UBS Group
Switzerland
–