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Monarch Volume Factor Dividend Tree Index ETF
MVFD
MVFD
5 hedge funds and large institutions have $101M invested in Monarch Volume Factor Dividend Tree Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
67% more funds holding
Funds holding: 3 → 5 (+2)
23% more capital invested
Capital invested by funds: $81.9M → $101M (+$19M)
1.08% more ownership
Funds ownership: 100.19% → 101.27% (+1.1%)
Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$536 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $95.9M | +$11.2M | +372,845 | +13% |
|
|
MSL
2
MILLINGTON SECURITIES, LLC
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
|
WI
3
WBI Investments
Red Bank,
New Jersey
| $1.59M | +$1.63M | +54,276 | New |
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.53M | +$1.57M | +52,161 | New |
|
|
WMA
5
West Michigan Advisors
Holland,
Michigan
| $348K | +$127K | +4,240 | +55% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$536 | -19 | Closed |
|