Monarch Volume Factor Dividend Tree Index ETF (MVFD)

• Market cap: $72.6M
• 1 day: -0.23%
• 5 days: -0.31%
• 1 month: 0.69%
• 3 months: 7.18%
• 6 months: -3.80%
• Year to date: 0.58%
• 1 year: 1.48%
• 5 years: 4.31%
• 10 years: 4.31%

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

36% more capital invested

Capital invested by funds: $50.6M [Q4 2024] → $68.6M (+$18M) [Q1 2025]

0% more funds holding

Funds holding: 2 [Q4 2024] → 2 (+0) [Q1 2025]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.36% less ownership

Funds ownership: 99.46% [Q4 2024] → 99.11% (-0.36%) [Q1 2025]