Monarch Dividend Plus Index ETF
MDPL
4 hedge funds and large institutions have $35.6M invested in Monarch Dividend Plus Index ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
100.67% more ownership
Funds ownership: 0% → 100.67% (+101%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$33M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$963K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$616K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$264K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $33.7M | +$33M | +1,277,572 | New |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $986K | +$963K | +37,343 | New |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $630K | +$616K | +23,868 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $270K | +$264K | +10,244 | New |
|
MDPL Hedge Fund Activity: Q1 2024 in Review
4 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q1 2024, worth a combined $35.6M.
Buyers outnumbered sellers: 4 funds opened new MDPL positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $33M.
- 4 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q1 2024, up from 0 in Q4 2023.
- Funds reported $35.6M of Monarch Dividend Plus Index ETF stock for Q1 2024.
- 4 funds opened new Monarch Dividend Plus Index ETF positions in Q1 2024 and 0 closed out, a net change of +4 holders.
- The largest Monarch Dividend Plus Index ETF buyer in Q1 2024 was Kingsview Wealth Management, an estimated $33M added.
Based on aggregated 13F filings for Q1 2024.