Monarch Dividend Plus Index ETF
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.
0.24% less ownership
Funds ownership: 100.37% → 100.13% (-0.24%)
5% less capital invested
Capital invested by funds: $59.7M → $56.8M (-$2.93M)
20% less funds holding
Funds holding: 5 → 4 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$270K |
| 3 |
Goldman Sachs
New York
|
-$10.5K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $55.6M | -$4.76M | -184,657 | -8% |
|
|
2
Goldman Sachs
New York
| $564K | -$10.5K | -407 | -2% |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $562K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $4.41K | -$5.39K | -209 | -55% |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$270K | -10,648 | Closed |
|
MDPL Hedge Fund Activity: Q1 2025 in Review
4 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q1 2025, worth a combined $56.8M — down 4.9% from $59.7M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MDPL and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 0 added.
The largest seller was Kingsview Wealth Management, cutting an estimated $4.76M.
- 4 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q1 2025, down from 5 in Q4 2024.
- Funds reported $56.8M of Monarch Dividend Plus Index ETF stock for Q1 2025, down 4.9% quarter-over-quarter.
- 0 funds opened new Monarch Dividend Plus Index ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest Monarch Dividend Plus Index ETF seller in Q1 2025 was Kingsview Wealth Management, an estimated $4.76M sold.
Based on aggregated 13F filings for Q1 2025.