Monarch Volume Factor Dividend Tree Index ETF
MVFD
2 hedge funds and large institutions have $68.6M invested in Monarch Volume Factor Dividend Tree Index ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
36% more capital invested
Capital invested by funds: $50.6M → $68.6M (+$18M)
0% more funds holding
Funds holding: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.36% less ownership
Funds ownership: 99.46% → 99.11% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$18.9M |
| 2 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$5.84K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $68.3M | +$18.9M | +715,969 | +37% |
|
|
WMA
2
West Michigan Advisors
Holland,
Michigan
| $274K | +$281K | +10,664 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$5.84K | -225 | Closed |
|
MVFD Hedge Fund Activity: Q1 2025 in Review
2 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q1 2025, worth a combined $68.6M — up 36% from $50.6M a quarter earlier.
Fund positioning in MVFD was balanced in Q1 2025: 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 $18.9M. The largest seller was UBS Group, exiting entirely with an estimated $5.84K sold.
- 2 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $68.6M of Monarch Volume Factor Dividend Tree Index ETF stock for Q1 2025, up 36% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q1 2025 was Kingsview Wealth Management, an estimated $18.9M added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q1 2025 was UBS Group, an estimated $5.84K sold.
Based on aggregated 13F filings for Q1 2025.