Monarch Dividend Plus Index ETF
MDPL
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.
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
|
$58.3M |
| 2 |
2
Goldman Sachs
New York
|
$554K |
| 3 |
3
Citadel Advisors
Miami,
Florida
|
$270K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$9.54K |
Top Sellers
| 1 |
BCM
1
Brookstone Capital Management
Wheaton,
Illinois
|
$542K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $58.3M | 2,304,331 | +1,015,519 | +79% |
|
|
2
Goldman Sachs
New York
| $554K | 21,899 | +21,899 | New |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $542K | 21,400 | -15,943 | -43% |
|
|
4
Citadel Advisors
Miami,
Florida
| $270K | 10,648 | +10,648 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $9.54K | 377 | +227 | +151% |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|