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Monarch Volume Factor Global Unconstrained Index ETF

2 hedge funds and large institutions have $55.2M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

11% more capital invested

Capital invested by funds: $49.7M → $55.2M (+$5.49M)

0.25% more ownership

Funds ownership: 99.44%99.69% (+0.25%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$54.9M +$2.82M +105,691 +6%
KAS
2
Kestra Advisory Services
Texas
$240K +$232K +8,704 New

MVFG Hedge Fund Activity: Q3 2024 in Review

2 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q3 2024, worth a combined $55.2M — up 11% from $49.7M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MVFG 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 $2.82M.

  • 2 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q3 2024, up from 1 in Q2 2024.
  • Funds reported $55.2M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q3 2024, up 11% quarter-over-quarter.
  • 1 fund opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q3 2024 and 0 closed out, a net change of +1 holder.
  • The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q3 2024 was Kingsview Wealth Management, an estimated $2.82M added.

Based on aggregated 13F filings for Q3 2024.