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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
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
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$79.3M +$79.3M +3,696,688 New
LAM
2
LifePro Asset Management
California
$2.37M +$2.37M +110,263 New
GM
3
GeoWealth Management
Illinois
$760K +$760K +35,467 New
UBS Group
4
UBS Group
Switzerland
$7K +$4.67K +211 +201%