Monarch Volume Factor Dividend Tree Index ETF
MVFD
2 hedge funds and large institutions have $50.6M invested in Monarch Volume Factor Dividend Tree Index ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 0 closing their positions.
3% more capital invested
Capital invested by funds: $49.3M → $50.6M (+$1.33M)
0% more funds holding
Funds holding: 2 → 2 (0)
0.44% less ownership
Funds ownership: 99.9% → 99.46% (-0.44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.41K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $50.6M | +$2.18M | +81,166 | +4% |
|
|
2
UBS Group
Zurich,
Switzerland
| $5.84K | +$3.41K | +127 | +130% |
|
MVFD Hedge Fund Activity: Q4 2024 in Review
2 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q4 2024, worth a combined $50.6M — up 2.7% from $49.3M a quarter earlier.
Fund positioning in MVFD was balanced in Q4 2024: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $2.18M.
- 2 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $50.6M of Monarch Volume Factor Dividend Tree Index ETF stock for Q4 2024, up 2.7% quarter-over-quarter.
- 0 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q4 2024 and 0 closed out.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $2.18M added.
Based on aggregated 13F filings for Q4 2024.