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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.

New
Increased
Maintained
Reduced
Closed

722% more capital inflows, than outflows

Capital inflows: $279K | Capital outflows: $33.9K

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

0% more funds holding

Funds holding: 5 → 5 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.04% less ownership

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

Holders
5
Holders Change
–
Holders Change %
0%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
+$232K
2
Premier Financial Group
Premier Financial Group
California
+$24.6K
3
Goldman Sachs
Goldman Sachs
New York
+$21.6K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$22.3K
2
UBS Group
UBS Group
Switzerland
-$11.6K

MDPL Hedge Fund Activity: Q4 2025 in Review

5 of the 8,294 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q4 2025, worth a combined $56.3M — up 1.6% from $55.4M a quarter earlier.

Fund positioning in MDPL was balanced in Q4 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 1 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $232K. The largest seller was JP Morgan Chase, exiting entirely with an estimated $22.3K sold.

  • 5 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $56.3M of Monarch Dividend Plus Index ETF stock for Q4 2025, up 1.6% quarter-over-quarter.
  • 1 fund opened new Monarch Dividend Plus Index ETF positions in Q4 2025 and 1 closed out, a net change of 0 holders.
  • The largest Monarch Dividend Plus Index ETF buyer in Q4 2025 was Kingsview Wealth Management, an estimated $232K added.
  • The largest Monarch Dividend Plus Index ETF seller in Q4 2025 was JP Morgan Chase, an estimated $22.3K sold.

Based on aggregated 13F filings for Q4 2025.