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.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
2% more capital invested
Capital invested by funds: $55.4M → $56.3M (+$863K)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$232K |
| 2 |
PFG
Premier Financial Group
Eureka,
California
|
+$24.6K |
| 3 |
Goldman Sachs
New York
|
+$21.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$22.3K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$11.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $55.3M | +$232K | +8,830 | +0.4% |
|
|
2
Goldman Sachs
New York
| $588K | +$21.6K | +821 | +4% |
|
|
BCM
3
Brookstone Capital Management
Wheaton,
Illinois
| $382K | – | – | – |
|
|
PFG
4
Premier Financial Group
Eureka,
California
| $25.2K | +$24.6K | +934 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $3.38K | -$11.6K | -440 | -78% |
|
|
6
JP Morgan Chase
New York
| – | -$22.3K | -840 | Closed |
|
MDPL Hedge Fund Activity: Q4 2025 in Review
5 of the 8,223 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.