Monarch Dividend Plus Index ETF
MDPL
5 hedge funds and large institutions have $59.7M invested in Monarch Dividend Plus Index ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
68% more capital invested
Capital invested by funds: $35.5M → $59.7M (+$24.2M)
67% more funds holding
Funds holding: 3 → 5 (+2)
2.45% less ownership
Funds ownership: 102.81% → 100.37% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$27M |
| 2 |
Goldman Sachs
New York
|
+$582K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$283K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.04K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$424K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $58.3M | +$27M | +1,015,519 | +79% |
|
|
2
Goldman Sachs
New York
| $554K | +$582K | +21,899 | New |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $542K | -$424K | -15,943 | -43% |
|
|
4
Citadel Advisors
Miami,
Florida
| $270K | +$283K | +10,648 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $9.54K | +$6.04K | +227 | +151% |
|
MDPL Hedge Fund Activity: Q4 2024 in Review
5 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q4 2024, worth a combined $59.7M — up 68% from $35.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MDPL positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $27M. The largest seller was Brookstone Capital Management, cutting an estimated $424K.
- 5 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q4 2024, up from 3 in Q3 2024.
- Funds reported $59.7M of Monarch Dividend Plus Index ETF stock for Q4 2024, up 68% quarter-over-quarter.
- 2 funds opened new Monarch Dividend Plus Index ETF positions in Q4 2024 and 0 closed out, a net change of +2 holders.
- The largest Monarch Dividend Plus Index ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $27M added.
- The largest Monarch Dividend Plus Index ETF seller in Q4 2024 was Brookstone Capital Management, an estimated $424K sold.
Based on aggregated 13F filings for Q4 2024.