We are live on ! Find out more
MFUL icon

Mindful Conservative ETF

4 hedge funds and large institutions have $82.5M invested in Mindful Conservative ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 0 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

4,123,100% more capital invested

Capital invested by funds: $2K → $82.5M (+$82.5M)

300% more funds holding

Funds holding: 14 (+3)

93.7% more ownership

Funds ownership: 0.03%93.73% (+94%)

Holders
4
Holders Change
+3
Holders Change %
+300%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
1
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$79.3M +$81.5M +3,696,688 New
LAM
2
LifePro Asset Management
California
$2.37M +$2.43M +110,263 New
GM
3
GeoWealth Management
Illinois
$760K +$782K +35,467 New
UBS Group
4
UBS Group
Switzerland
$7K +$4.65K +211 +201%

MFUL Hedge Fund Activity: Q2 2022 in Review

4 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q2 2022, worth a combined $82.5M — up 4,123,100% from $2K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MFUL positions and 0 closed out — a net gain of 3 holders — while 1 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $81.5M.

  • 4 institutional investors held Mindful Conservative ETF (MFUL) as of Q2 2022, up from 1 in Q1 2022.
  • Funds reported $82.5M of Mindful Conservative ETF stock for Q2 2022, up 4,123,100% quarter-over-quarter.
  • 3 funds opened new Mindful Conservative ETF positions in Q2 2022 and 0 closed out, a net change of +3 holders.
  • The largest Mindful Conservative ETF buyer in Q2 2022 was AE Wealth Management, an estimated $81.5M added.

Based on aggregated 13F filings for Q2 2022.