Monarch Volume Factor Dividend Tree Index ETF
MVFD
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.
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
1
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
|
$68.3M |
| 2 |
WMA
2
West Michigan Advisors
Holland,
Michigan
|
$274K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $68.3M | 2,665,174 | +715,969 | +37% |
|
|
WMA
2
West Michigan Advisors
Holland,
Michigan
| $274K | 10,664 | +10,664 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| – | – | -225 | Closed |
|
|
CFGS
4
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|