Monarch Volume Factor Dividend Tree Index ETF
MVFD
MVFD
3 hedge funds and large institutions have $35.3M invested in Monarch Volume Factor Dividend Tree Index ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
Holders
3
Holders Change
+3
Holders Change %
–
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
|
$35M |
| 2 |
2
Citadel Advisors
Miami,
Florida
|
$309K |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$1.61K |
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $35M | 1,349,247 | +1,349,247 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $309K | 11,923 | +11,923 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.61K | 62 | +62 | New |
|
|
CFGS
4
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|