Monarch Volume Factor Dividend Tree Index ETF (MVFD)

• Market cap: $65M
• 1 day: -0.49%
• 5 days: -0.25%
• 1 month: -4.99%
• 3 months: -10.24%
• 6 months: -6.99%
• Year to date: -6.16%
• 1 year: -0.29%
• 5 years: -3.72%
• 10 years: -3.72%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

3% more capital invested

Capital invested by funds: $49.3M [Q3] → $50.6M (+$1.33M) [Q4]

0% more funds holding

Funds holding: 2 [Q3] → 2 (+0) [Q4]

0.44% less ownership

Funds ownership: 99.9% [Q3] → 99.46% (-0.44%) [Q4]