Monarch Dividend Plus Index ETF
MDPL
7 hedge funds and large institutions have $53.9M invested in Monarch Dividend Plus Index ETF in 2026 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
17% more funds holding
Funds holding: 6 → 7 (+1)
6% less capital invested
Capital invested by funds: $57.3M → $53.9M (-$3.45M)
6.91% less ownership
Funds ownership: 101.51% → 94.59% (-6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$368K |
| 2 |
JP Morgan Chase
New York
|
+$50K |
| 3 |
Morgan Stanley
New York
|
+$5.64K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.43K |
| 5 |
Goldman Sachs
New York
|
+$26 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.69M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$203K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $52.6M | -$1.69M | -65,028 | -3% |
|
|
2
LPL Financial
San Diego,
California
| $623K | +$368K | +14,173 | +129% |
|
|
3
Goldman Sachs
New York
| $543K | +$26 | +1 | +0% |
|
|
4
JP Morgan Chase
New York
| $47.7K | +$50K | +1,925 | New |
|
|
AWM
5
AE Wealth Management
Topeka,
Kansas
| $6.59K | – | – | – |
|
|
6
Morgan Stanley
New York
| $5.37K | +$5.64K | +217 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.36K | +$1.43K | +55 | New |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$203K | -7,916 | Closed |
|
|
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$24K | -941 | Closed |
|
MDPL Hedge Fund Activity: Q2 2026 in Review
7 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Monarch Dividend Plus Index ETF (MDPL) for Q2 2026, worth a combined $53.9M — down 6% from $57.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MDPL positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was LPL Financial, adding an estimated $368K. The largest seller was Kingsview Wealth Management, cutting an estimated $1.69M.
- 7 institutional investors held Monarch Dividend Plus Index ETF (MDPL) as of Q2 2026, up from 6 in Q1 2026.
- Funds reported $53.9M of Monarch Dividend Plus Index ETF stock for Q2 2026, down 6% quarter-over-quarter.
- 3 funds opened new Monarch Dividend Plus Index ETF positions in Q2 2026 and 2 closed out, a net change of +1 holder.
- The largest Monarch Dividend Plus Index ETF buyer in Q2 2026 was LPL Financial, an estimated $368K added.
- The largest Monarch Dividend Plus Index ETF seller in Q2 2026 was Kingsview Wealth Management, an estimated $1.69M sold.
Based on aggregated 13F filings for Q2 2026.