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Monarch Volume Factor Dividend Tree Index ETF
MVFD
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.
New
Increased
Maintained
Reduced
Closed
50% more funds holding
Funds holding: 2 → 3 (+1)
10% more capital invested
Capital invested by funds: $74.7M → $81.9M (+$7.18M)
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
Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$3.81M |
| 2 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$214K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$9.64K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $81.7M | +$3.81M | +136,287 | +5% |
|
|
WMA
2
West Michigan Advisors
Holland,
Michigan
| $216K | +$214K | +7,648 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $536 | -$9.64K | -345 | -95% |
|