Monarch Volume Factor Dividend Tree Index ETF
MVFD
2 hedge funds and large institutions have $40.3M invested in Monarch Volume Factor Dividend Tree Index ETF in 2024 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
14% more capital invested
Capital invested by funds: $35.3M → $40.3M (+$5.03M)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
0.48% less ownership
Funds ownership: 99.36% → 98.88% (-0.48%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$6.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$79.9K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $40.1M | +$6.85M | +273,491 | +20% |
|
|
2
Citadel Advisors
Miami,
Florida
| $216K | -$79.9K | -3,191 | -27% |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$1.61K | -62 | Closed |
|
MVFD Hedge Fund Activity: Q2 2024 in Review
2 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q2 2024, worth a combined $40.3M — up 14% from $35.3M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MVFD and 0 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $6.85M. The largest seller was Citadel Advisors, cutting an estimated $79.9K.
- 2 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q2 2024, down from 3 in Q1 2024.
- Funds reported $40.3M of Monarch Volume Factor Dividend Tree Index ETF stock for Q2 2024, up 14% quarter-over-quarter.
- 0 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q2 2024 and 1 closed out, a net change of -1 holder.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q2 2024 was Kingsview Wealth Management, an estimated $6.85M added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q2 2024 was Citadel Advisors, an estimated $79.9K sold.
Based on aggregated 13F filings for Q2 2024.