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Monarch Dividend Plus Index ETF
MDPL

3 hedge funds and large institutions have $35.5M invested in Monarch Dividend Plus Index ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 2 → 3 (+1)

6% more capital invested

Capital invested by funds: $33.4M → $35.5M (+$2.07M)

1.15% more ownership

Funds ownership: 101.66% → 102.81% (+1.2%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.88K

Top Sellers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
-$409K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$34.5M -$409K -15,812 -1%
BCM
2
Brookstone Capital Management
Illinois
$1,000K – – –
UBS Group
3
UBS Group
Switzerland
$4.02K +$3.88K +150 New

MDPL Hedge Fund Activity: Q3 2024 in Review

3 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q3 2024, worth a combined $35.5M — up 6.2% from $33.4M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MDPL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 1 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $3.88K. The largest seller was Kingsview Wealth Management, cutting an estimated $409K.

  • 3 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q3 2024, up from 2 in Q2 2024.
  • Funds reported $35.5M of Monarch Dividend Plus Index ETF stock for Q3 2024, up 6.2% quarter-over-quarter.
  • 1 fund opened new Monarch Dividend Plus Index ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Monarch Dividend Plus Index ETF buyer in Q3 2024 was UBS Group, an estimated $3.88K added.
  • The largest Monarch Dividend Plus Index ETF seller in Q3 2024 was Kingsview Wealth Management, an estimated $409K sold.

Based on aggregated 13F filings for Q3 2024.