Monarch Volume Factor Dividend Tree Index ETF
MVFD
1 hedge funds and large institutions have $69.3M invested in Monarch Volume Factor Dividend Tree Index ETF in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, reducing their positions, and 1 closing their positions.
0.5% less ownership
Funds ownership: 99.11% → 98.61% (-0.5%)
36% less capital inflows, than outflows
Capital inflows: $176K | Capital outflows: $274K
50% less funds holding
Funds holding: 2 → 1 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$176K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
West Michigan Advisors
Holland,
Michigan
|
-$274K |
MVFD Hedge Fund Activity: Q2 2025 in Review
1 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q2 2025, worth a combined $69.3M — up 0.99% from $68.6M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MVFD and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 1 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $176K. The largest seller was West Michigan Advisors, exiting entirely with an estimated $274K sold.
- 1 institutional investor held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q2 2025, down from 2 in Q1 2025.
- Funds reported $69.3M of Monarch Volume Factor Dividend Tree Index ETF stock for Q2 2025, up 0.99% quarter-over-quarter.
- 0 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q2 2025 and 1 closed out, a net change of -1 holder.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q2 2025 was Kingsview Wealth Management, an estimated $176K added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q2 2025 was West Michigan Advisors, an estimated $274K sold.
Based on aggregated 13F filings for Q2 2025.