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Monarch Volume Factor Dividend Tree Index ETF
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

3,016,987% more capital inflows, than outflows

Capital inflows: $16.2M | Capital outflows: $536

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

67% more funds holding

Funds holding: 3 → 5 (+2)

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

Rank Fund Capital Flow
1
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
+$11.2M
2
WBI Investments
WBI Investments
New Jersey
+$1.63M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.57M
4
West Michigan Advisors
West Michigan Advisors
Michigan
+$127K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$536

MVFD Hedge Fund Activity: Q1 2026 in Review

5 of the 8,219 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Dividend Tree Index ETF (MVFD) for Q1 2026, worth a combined $101M — up 23% from $81.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MVFD positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $11.2M. The largest seller was UBS Group, exiting entirely with an estimated $536 sold.

  • 5 institutional investors held Monarch Volume Factor Dividend Tree Index ETF (MVFD) as of Q1 2026, up from 3 in Q4 2025.
  • Funds reported $101M of Monarch Volume Factor Dividend Tree Index ETF stock for Q1 2026, up 23% quarter-over-quarter.
  • 3 funds opened new Monarch Volume Factor Dividend Tree Index ETF positions in Q1 2026 and 1 closed out, a net change of +2 holders.
  • The largest Monarch Volume Factor Dividend Tree Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $11.2M added.
  • The largest Monarch Volume Factor Dividend Tree Index ETF seller in Q1 2026 was UBS Group, an estimated $536 sold.

Based on aggregated 13F filings for Q1 2026.