Monarch Volume Factor Dividend Tree Index ETF
MVFD
5 hedge funds and large institutions have $101M invested in Monarch Volume Factor Dividend Tree Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
23% more capital invested
Capital invested by funds: $81.9M → $101M (+$19M)
1.08% more ownership
Funds ownership: 100.19% → 101.27% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$11.2M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.63M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.57M |
| 4 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$127K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$536 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $95.9M | +$11.2M | +372,845 | +13% |
|
|
MSL
2
MILLINGTON SECURITIES, LLC
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
|
WI
3
WBI Investments
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.53M | +$1.57M | +52,161 | New |
|
|
WMA
5
West Michigan Advisors
Holland,
Michigan
| $348K | +$127K | +4,240 | +55% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$536 | -19 | Closed |
|
MVFD Hedge Fund Activity: Q1 2026 in Review
5 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q1 2026, worth a combined $101M — up 23% from $81.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MVFD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $11.2M. The largest seller was UBS Group, exiting entirely with an estimated $536 sold.
- 5 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $101M of Monarch Volume Factor Dividend Tree Index ETF stock for Q1 2026, up 23% quarter-over-quarter.
- 3 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $11.2M added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q1 2026 was UBS Group, an estimated $536 sold.
Based on aggregated 13F filings for Q1 2026.