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Monarch Dividend Plus Index ETF
MDPL

7 hedge funds and large institutions have $53.9M invested in Monarch Dividend Plus Index ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

17% more funds holding

Funds holding: 6 → 7 (+1)

6% less capital invested

Capital invested by funds: $57.3M → $53.9M (-$3.45M)

6.91% less ownership

Funds ownership: 101.51% → 94.59% (-6.9%)

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$368K
2
JP Morgan Chase
JP Morgan Chase
New York
+$50K
3
Morgan Stanley
Morgan Stanley
New York
+$5.64K
4
UBS Group
UBS Group
Switzerland
+$1.43K
5
Goldman Sachs
Goldman Sachs
New York
+$26

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$1.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$203K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$24K

MDPL Hedge Fund Activity: Q2 2026 in Review

7 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q2 2026, worth a combined $53.9M — down 6% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MDPL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $368K. The largest seller was Kingsview Wealth Management, cutting an estimated $1.69M.

  • 7 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q2 2026, up from 6 in Q1 2026.
  • Funds reported $53.9M of Monarch Dividend Plus Index ETF stock for Q2 2026, down 6% quarter-over-quarter.
  • 3 funds opened new Monarch Dividend Plus Index ETF positions in Q2 2026 and 2 closed out, a net change of +1 holder.
  • The largest Monarch Dividend Plus Index ETF buyer in Q2 2026 was LPL Financial, an estimated $368K added.
  • The largest Monarch Dividend Plus Index ETF seller in Q2 2026 was Kingsview Wealth Management, an estimated $1.69M sold.

Based on aggregated 13F filings for Q2 2026.