Monarch Volume Factor Global Unconstrained Index ETF
MVFG
MVFG
6 hedge funds and large institutions have $142M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
1.27% less ownership
Funds ownership: 99.08% → 97.81% (-1.3%)
Holders
6
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$13.6M | |
| 2 | +$1.18M | |
| 3 | +$305K | |
| 4 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$271K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$301 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $140M |
|
|||
|
WI
2
WBI Investments
Red Bank,
New Jersey
| $1.14M |
|
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|
WMA
3
West Michigan Advisors
Holland,
Michigan
| $294K |
|
|||
|
MWM
4
Maridea Wealth Management
Brooklyn,
New York
| $261K |
|
|||
5
Fidelity Investments
Boston,
Massachusetts
| $6.65K |
|
|||
|
6
UBS Group
Zurich,
Switzerland
| $1.35K |
|