Monarch Dividend Plus Index ETF
MDPL
5 hedge funds and large institutions have $55.4M invested in Monarch Dividend Plus Index ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and closing their positions.
25% more funds holding
Funds holding: 4 → 5 (+1)
1.81% more ownership
Funds ownership: 100% → 101.81% (+1.8%)
2% less capital invested
Capital invested by funds: $56.8M → $55.4M (-$1.37M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$22.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.29M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$191K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.3K |
| 4 |
Goldman Sachs
New York
|
-$2.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $54.4M | -$2.29M | -86,143 | -4% |
|
|
2
Goldman Sachs
New York
| $560K | -$2.61K | -98 | -0.5% |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $378K | -$191K | -7,160 | -33% |
|
|
4
JP Morgan Chase
New York
| $22.3K | +$22.4K | +840 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $15K | -$7.3K | -274 | -33% |
|
MDPL Hedge Fund Activity: Q3 2025 in Review
5 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q3 2025, worth a combined $55.4M — down 2.4% from $56.8M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MDPL positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $22.4K. The largest seller was Kingsview Wealth Management, cutting an estimated $2.29M.
- 5 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q3 2025, up from 4 in Q2 2025.
- Funds reported $55.4M of Monarch Dividend Plus Index ETF stock for Q3 2025, down 2.4% quarter-over-quarter.
- 1 fund opened new Monarch Dividend Plus Index ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest Monarch Dividend Plus Index ETF buyer in Q3 2025 was JP Morgan Chase, an estimated $22.4K added.
- The largest Monarch Dividend Plus Index ETF seller in Q3 2025 was Kingsview Wealth Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q3 2025.