Monarch Volume Factor Global Unconstrained Index ETF
MVFG
3 hedge funds and large institutions have $57.2M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2024 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
4% more capital invested
Capital invested by funds: $55.2M → $57.2M (+$2.06M)
0.38% less ownership
Funds ownership: 99.69% → 99.31% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.94M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$27 |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $57M | +$4.94M | +181,120 | +9% |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $228K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| $26 | +$27 | +1 | New |
|
MVFG Hedge Fund Activity: Q4 2024 in Review
3 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q4 2024, worth a combined $57.2M — up 3.7% from $55.2M 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 $4.94M.
- 3 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q4 2024, up from 2 in Q3 2024.
- Funds reported $57.2M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q4 2024, up 3.7% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q4 2024 and 0 closed out, a net change of +1 holder.
- The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $4.94M added.
Based on aggregated 13F filings for Q4 2024.