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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.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $68.6M → $69.3M (+$682K)

0.5% less ownership

Funds ownership: 99.11% → 98.61% (-0.5%)

50% less funds holding

Funds holding: 2 → 1 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

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

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$176K

Top Sellers

Rank Fund Capital Flow
1
WMA
West Michigan Advisors
Michigan
-$274K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$69.3M +$176K +7,062 +0.3%
WMA
2
West Michigan Advisors
Michigan
– -$274K -10,664 Closed

MVFD Hedge Fund Activity: Q2 2025 in Review

1 of the 7,595 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.