Monarch Volume Factor Global Unconstrained Index ETF
MVFG
3 hedge funds and large institutions have $122M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and closing their positions.
50% more funds holding
Funds holding: 2 → 3 (+1)
3% more capital invested
Capital invested by funds: $119M → $122M (+$3.18M)
0.38% more ownership
Funds ownership: 98.7% → 99.08% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$4.11M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $122M | +$4.11M | +132,778 | +3% |
|
|
2
Fidelity Investments
Boston,
Massachusetts
| $24.3K | +$24.2K | +781 | New |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.02K | -$2.08K | -67 | -67% |
|
MVFG Hedge Fund Activity: Q4 2025 in Review
3 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q4 2025, worth a combined $122M — up 2.7% from $119M 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 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $4.11M. The largest seller was UBS Group, cutting an estimated $2.08K.
- 3 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q4 2025, up from 2 in Q3 2025.
- Funds reported $122M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
- 1 fund opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q4 2025 and 0 closed out, a net change of +1 holder.
- The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q4 2025 was Kingsview Wealth Management, an estimated $4.11M added.
- The largest Monarch Volume Factor Global Unconstrained Index ETF seller in Q4 2025 was UBS Group, an estimated $2.08K sold.
Based on aggregated 13F filings for Q4 2025.