Monarch Volume Factor Global Unconstrained Index ETF
MVFG
2 hedge funds and large institutions have $81.8M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.
43% more capital invested
Capital invested by funds: $57.2M → $81.8M (+$24.6M)
0.56% less ownership
Funds ownership: 99.31% → 98.75% (-0.56%)
33% less funds holding
Funds holding: 3 → 2 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$27.9M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$7.65K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $81.8M | +$27.9M | +1,072,520 | +49% |
|
|
2
UBS Group
Zurich,
Switzerland
| $7.43K | +$7.65K | +294 | +29,400% |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| – | -$228K | -8,704 | Closed |
|
MVFG Hedge Fund Activity: Q1 2025 in Review
2 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q1 2025, worth a combined $81.8M — up 43% from $57.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MVFG and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Kingsview Wealth Management, adding an estimated $27.9M. The largest seller was Kestra Advisory Services, exiting entirely with an estimated $228K sold.
- 2 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q1 2025, down from 3 in Q4 2024.
- Funds reported $81.8M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q1 2025, up 43% quarter-over-quarter.
- 0 funds opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q1 2025 was Kingsview Wealth Management, an estimated $27.9M added.
- The largest Monarch Volume Factor Global Unconstrained Index ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $228K sold.
Based on aggregated 13F filings for Q1 2025.