Monarch Volume Factor Dividend Tree Index ETF
MVFD
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.
Holders
2
Holders Change
–
Holders Change %
0%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
|
$50.6M |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$5.84K |
Top Sellers
No sellers this quarter
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $50.6M | 1,949,205 | +81,166 | +4% |
|
|
2
UBS Group
Zurich,
Switzerland
| $5.84K | 225 | +127 | +130% |
|
|
CFGS
3
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|