Monarch Volume Factor Global Unconstrained Index ETF
MVFG
7 hedge funds and large institutions have $143M invested in Monarch Volume Factor Global Unconstrained Index ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
133% more funds holding
Funds holding: 3 → 7 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
17% more capital invested
Capital invested by funds: $122M → $143M (+$20.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.48% less ownership
Funds ownership: 99.08% → 98.59% (-0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$13.6M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$1.18M |
| 3 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$305K |
| 4 |
MWM
Maridea Wealth Management
Brooklyn,
New York
|
+$271K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$301 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KWM
1
Kingsview Wealth Management
Grants Pass,
Oregon
| $140M | +$13.6M | +406,048 | +10% |
|
|
MSL
2
MILLINGTON SECURITIES, LLC
Red Bank,
New Jersey
| $1.14M | +$1.18M | +35,345 | New |
|
|
WI
3
WBI Investments
Red Bank,
New Jersey
| $1.14M | +$1.18M | +35,345 | New |
|
|
WMA
4
West Michigan Advisors
Holland,
Michigan
| $294K | +$305K | +9,120 | New |
|
|
MWM
5
Maridea Wealth Management
Brooklyn,
New York
| $261K | +$271K | +8,115 | New |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $6.65K | -$19.2K | -574 | -73% |
|
|
7
UBS Group
Zurich,
Switzerland
| $1.35K | +$301 | +9 | +27% |
|
MVFG Hedge Fund Activity: Q1 2026 in Review
7 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Monarch Volume Factor Global Unconstrained Index ETF (MVFG) for Q1 2026, worth a combined $143M — up 17% from $122M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MVFG positions and 0 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $13.6M. The largest seller was Fidelity Investments, cutting an estimated $19.2K.
- 7 institutional investors held Monarch Volume Factor Global Unconstrained Index ETF (MVFG) as of Q1 2026, up from 3 in Q4 2025.
- Funds reported $143M of Monarch Volume Factor Global Unconstrained Index ETF stock for Q1 2026, up 17% quarter-over-quarter.
- 4 funds opened new Monarch Volume Factor Global Unconstrained Index ETF positions in Q1 2026 and 0 closed out, a net change of +4 holders.
- The largest Monarch Volume Factor Global Unconstrained Index ETF buyer in Q1 2026 was Kingsview Wealth Management, an estimated $13.6M added.
- The largest Monarch Volume Factor Global Unconstrained Index ETF seller in Q1 2026 was Fidelity Investments, an estimated $19.2K sold.
Based on aggregated 13F filings for Q1 2026.