Monarch Volume Factor Dividend Tree Index ETF (MVFD)

• Market cap: $50M
• 1 day: 0.00%
• 5 days: -3.68%
• 1 month: -6.93%
• 3 months: -2.53%
• 6 months: 4.27%
• Year to date: -2.20%
• 1 year: 1.44%
• 5 years: 1.44%
• 10 years: 1.44%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

22% more capital invested

Capital invested by funds: $40.3M [Q2] → $49.3M (+$9M) [Q3]

1.02% more ownership

Funds ownership: 98.88% [Q2] → 99.9% (+1.02%) [Q3]

0% more funds holding

Funds holding: 2 [Q2] → 2 (+0) [Q3]

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1