Monarch Volume Factor Dividend Tree Index ETF
MVFD
3 hedge funds and large institutions have $81.9M invested in Monarch Volume Factor Dividend Tree Index ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
41,621% more capital inflows, than outflows
Capital inflows: $4.02M | Capital outflows: $9.6K
50% more funds holding
Funds holding: 2 → 3 (+1)
1.55% more ownership
Funds ownership: 98.64% → 100.19% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.81M |
| 2 |
West Michigan Advisors
Holland,
Michigan
|
+$214K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.6K |
MVFD Hedge Fund Activity: Q4 2025 in Review
3 of the 8,295 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q4 2025, worth a combined $81.9M — up 9.6% from $74.7M 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 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $3.81M. The largest seller was UBS Group, cutting an estimated $9.6K.
- 3 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q4 2025, up from 2 in Q3 2025.
- Funds reported $81.9M of Monarch Volume Factor Dividend Tree Index ETF stock for Q4 2025, up 9.6% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q4 2025 was Kingsview Wealth Management, an estimated $3.81M added.
- The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q4 2025 was UBS Group, an estimated $9.6K sold.
Based on aggregated 13F filings for Q4 2025.