Monarch Dividend Plus Index ETF
MDPL
2 hedge funds and large institutions have $33.4M invested in Monarch Dividend Plus Index ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 2 closing their positions.
0.99% more ownership
Funds ownership: 100.67% → 101.66% (+0.99%)
6% less capital invested
Capital invested by funds: $35.6M → $33.4M (-$2.17M)
50% less funds holding
Funds holding: 4 → 2 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$685K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$630K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$270K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $32.5M | +$685K | +27,052 | +2% |
|
|
BCM
2
Brookstone Capital Management
Wheaton,
Illinois
| $980K | – | – | – |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| – | -$630K | -23,868 | Closed |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$270K | -10,244 | Closed |
|
MDPL Hedge Fund Activity: Q2 2024 in Review
2 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q2 2024, worth a combined $33.4M — down 6.1% from $35.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MDPL and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $685K. The largest seller was Old Mission Capital, exiting entirely with an estimated $630K sold.
- 2 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q2 2024, down from 4 in Q1 2024.
- Funds reported $33.4M of Monarch Dividend Plus Index ETF stock for Q2 2024, down 6.1% quarter-over-quarter.
- 0 funds opened new Monarch Dividend Plus Index ETF positions in Q2 2024 and 2 closed out, a net change of -2 holders.
- The largest Monarch Dividend Plus Index ETF buyer in Q2 2024 was Kingsview Wealth Management, an estimated $685K added.
- The largest Monarch Dividend Plus Index ETF seller in Q2 2024 was Old Mission Capital, an estimated $630K sold.
Based on aggregated 13F filings for Q2 2024.