Monarch Volume Factor Dividend Tree Index ETF
MVFD
2 hedge funds and large institutions have $74.7M invested in Monarch Volume Factor Dividend Tree Index ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.
100% more funds holding
Funds holding: 1 → 2 (+1)
8% more capital invested
Capital invested by funds: $69.3M → $74.7M (+$5.44M)
0.04% more ownership
Funds ownership: 98.61% → 98.64% (+0.04%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.38M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$9.71K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $74.7M | +$2.38M | +89,379 | +3% |
|
|
2
UBS Group
Zurich,
Switzerland
| $9.85K | +$9.71K | +364 | New |
|
MVFD Hedge Fund Activity: Q3 2025 in Review
2 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q3 2025, worth a combined $74.7M — up 7.9% from $69.3M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new MVFD positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 0 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $2.38M.
- 2 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q3 2025, up from 1 in Q2 2025.
- Funds reported $74.7M of Monarch Volume Factor Dividend Tree Index ETF stock for Q3 2025, up 7.9% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $2.38M added.
Based on aggregated 13F filings for Q3 2025.