Monarch Volume Factor Dividend Tree Index ETF
MVFD
2 hedge funds and large institutions have $49.3M invested in Monarch Volume Factor Dividend Tree Index ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and 1 closing their positions.
22% more capital invested
Capital invested by funds: $40.3M → $49.3M (+$9M)
1.02% more ownership
Funds ownership: 98.88% → 99.9% (+1%)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$6.22M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.48K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$216K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $49.3M | +$6.22M | +245,301 | +15% |
|
|
2
UBS Group
Zurich,
Switzerland
| $2.59K | +$2.48K | +98 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| – | -$216K | -8,732 | Closed |
|
MVFD Hedge Fund Activity: Q3 2024 in Review
2 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q3 2024, worth a combined $49.3M — up 22% from $40.3M a quarter earlier.
Fund positioning in MVFD was balanced in Q3 2024: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $6.22M. The largest seller was Citadel Advisors, exiting entirely with an estimated $216K sold.
- 2 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $49.3M of Monarch Volume Factor Dividend Tree Index ETF stock for Q3 2024, up 22% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q3 2024 and 1 closed out, a net change of 0 holders.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $6.22M added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q3 2024 was Citadel Advisors, an estimated $216K sold.
Based on aggregated 13F filings for Q3 2024.