Monarch Dividend Plus Index ETF
MDPL
MDPL
4 hedge funds and large institutions have $56.8M invested in Monarch Dividend Plus Index ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 1 closing their positions.
Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
–
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
No buyers this quarter
Top Sellers
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
|
$55.6M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$0 |
| 3 |
3
Goldman Sachs
New York
|
$564K |
| 4 |
4
UBS Group
Zurich,
Switzerland
|
$4.41K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $55.6M | 2,119,674 | -184,657 | -8% |
|
|
2
Goldman Sachs
New York
| $564K | 21,492 | -407 | -2% |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $562K | 21,400 | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.41K | 168 | -209 | -55% |
|
|
5
Citadel Advisors
Miami,
Florida
| – | – | -10,648 | Closed |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|