Monarch Volume Factor Dividend Tree Index ETF
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.
99.36% more ownership
Funds ownership: 0% → 99.36% (+99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$34.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$303K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.58K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $35M | +$34.3M | +1,349,247 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $309K | +$303K | +11,923 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.61K | +$1.58K | +62 | New |
|
MVFD Hedge Fund Activity: Q1 2024 in Review
3 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q1 2024, worth a combined $35.3M.
Buyers outnumbered sellers: 3 funds opened new MVFD positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, opening a new position worth an estimated $34.3M.
- 3 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q1 2024, up from 0 in Q4 2023.
- Funds reported $35.3M of Monarch Volume Factor Dividend Tree Index ETF stock for Q1 2024.
- 3 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q1 2024 and 0 closed out, a net change of +3 holders.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q1 2024 was Kingsview Wealth Management, an estimated $34.3M added.
Based on aggregated 13F filings for Q1 2024.