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Monarch Volume Factor Global Unconstrained Index ETF

2 hedge funds and large institutions have $119M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding

Funds holding: 12 (+1)

23% more capital invested

Capital invested by funds: $97.3M → $119M (+$22M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 98.89%98.7% (-0.19%)

Holders
2
Holders Change
+1
Holders Change %
+100%
% of All Funds
0.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
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
$119M +$9.9M +338,557 +10%
UBS Group
2
UBS Group
Switzerland
$3.13K +$2.92K +100 New

MVFG Hedge Fund Activity: Q3 2025 in Review

2 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q3 2025, worth a combined $119M — up 23% from $97.3M 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 $9.9M.

  • 2 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q3 2025, up from 1 in Q2 2025.
  • Funds reported $119M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 1 fund opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q3 2025 and 0 closed out, a net change of +1 holder.
  • The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q3 2025 was Kingsview Wealth Management, an estimated $9.9M added.

Based on aggregated 13F filings for Q3 2025.