We are live on ! Find out more
MDPL icon

Monarch Dividend Plus Index ETF
MDPL

4 hedge funds and large institutions have $56.8M invested in Monarch Dividend Plus Index ETF in 2025 Q2 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more capital invested

Capital invested by funds: $56.8M → $56.8M (+$3.72K)

0% more funds holding

Funds holding: 4 → 4 (0)

0.13% less ownership

Funds ownership: 100.13% → 100% (-0.13%)

Holders
4
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$429K
2
UBS Group
UBS Group
Switzerland
+$17.1K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.46K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$55.6M +$429K +16,837 +0.8%
BCM
2
Brookstone Capital Management
Illinois
$557K – – –
Goldman Sachs
3
Goldman Sachs
New York
$552K -$7.46K -293 -1%
UBS Group
4
UBS Group
Switzerland
$21.9K +$17.1K +672 +400%

MDPL Hedge Fund Activity: Q2 2025 in Review

4 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q2 2025, worth a combined $56.8M — up 0.01% from $56.8M a quarter earlier.

Fund positioning in MDPL was balanced in Q2 2025: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $429K. The largest seller was Goldman Sachs, cutting an estimated $7.46K.

  • 4 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $56.8M of Monarch Dividend Plus Index ETF stock for Q2 2025, up 0.01% quarter-over-quarter.
  • 0 funds opened new Monarch Dividend Plus Index ETF positions in Q2 2025 and 0 closed out.
  • The largest Monarch Dividend Plus Index ETF buyer in Q2 2025 was Kingsview Wealth Management, an estimated $429K added.
  • The largest Monarch Dividend Plus Index ETF seller in Q2 2025 was Goldman Sachs, an estimated $7.46K sold.

Based on aggregated 13F filings for Q2 2025.