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Monarch Dividend Plus Index ETF
MDPL

5 hedge funds and large institutions have $56.3M invested in Monarch Dividend Plus Index ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.04% less ownership

Funds ownership: 101.81% → 101.77% (-0.04%)

Holders
5
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$232K
2
+$24.6K
3
+$21.6K

Top Sellers

1
-$22.3K
2
-$11.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$55.3M
Goldman Sachs
2
Goldman Sachs
New York
$588K
BCM
3
Brookstone Capital Management
Illinois
$382K
PFG
4
Premier Financial Group
California
$25.2K
UBS Group
5
UBS Group
Switzerland
$3.38K
JP Morgan Chase
6
JP Morgan Chase
New York
–