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Monarch Volume Factor Dividend Tree Index ETF

1 hedge funds and large institutions have $69.3M invested in Monarch Volume Factor Dividend Tree Index ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
1
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$69.3M 2,672,236 +7,062 +0.3%
WMA
2
West Michigan Advisors
Michigan
-10,664 Closed