MDPL icon

Monarch Dividend Plus Index ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$34.5M 1,288,812 -15,812 -1%
BCM
2
Brookstone Capital Management
Illinois
$1,000K 37,343
UBS Group
3
UBS Group
Switzerland
$4.02K 150 +150 New
CFGS
4
Concourse Financial Group Securities
Alabama