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Monarch Volume Factor Dividend Tree Index ETF
MVFD

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
1
Holders Change
-1
Holders Change %
-50%
% of All Funds
0.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$183K

Top Sellers

1
WMA
West Michigan Advisors
Michigan
-$274K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
1
Kingsview Wealth Management
Oregon
$69.3M +$183K +7,062 +0.3%
WMA
2
West Michigan Advisors
Michigan
– -$274K -10,664 Closed