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Monarch Dividend Plus Index ETF

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.

Holders
4
Holders Change
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$55.6M 2,136,511 +16,837 +0.8%
BCM
2
Brookstone Capital Management
Illinois
$557K 21,400
Goldman Sachs
3
Goldman Sachs
New York
$552K 21,199 -293 -1%
UBS Group
4
UBS Group
Switzerland
$21.9K 840 +672 +400%