Monarch Volume Factor Dividend Tree Index ETF
MVFD
6 hedge funds and large institutions have $112M invested in Monarch Volume Factor Dividend Tree Index ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 0 closing their positions.
20% more funds holding
Funds holding: 5 → 6 (+1)
11% more capital invested
Capital invested by funds: $101M → $112M (+$10.9M)
1.28% less ownership
Funds ownership: 101.27% → 100% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$9.27M |
| 2 |
HF
HRT Financial
New York
|
+$691K |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$146K |
| 4 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$75.2K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71.4K |
Top Sellers
MVFD Hedge Fund Activity: Q2 2026 in Review
6 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q2 2026, worth a combined $112M — up 11% from $101M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MVFD positions and 0 closed out — a net gain of 2 holders — while 4 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $9.27M.
- 6 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q2 2026, up from 5 in Q1 2026.
- Funds reported $112M of Monarch Volume Factor Dividend Tree Index ETF stock for Q2 2026, up 11% quarter-over-quarter.
- 2 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q2 2026 and 0 closed out, a net change of +2 holders.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q2 2026 was Kingsview Wealth Management, an estimated $9.27M added.
Based on aggregated 13F filings for Q2 2026.