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.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Holders
4
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
No buyers this quarter
Top Sellers
| 1 | -$4.85M | |
| 2 | -$270K | |
| 3 | -$10.7K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.49K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $55.6M |
|
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2
Goldman Sachs
New York
| $564K |
|
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|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $562K |
|
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|
4
UBS Group
Zurich,
Switzerland
| $4.41K |
|
|||
5
Citadel Advisors
Miami,
Florida
| – |
|