Mindful Conservative ETF
MFUL
7 hedge funds and large institutions have $90.3M invested in Mindful Conservative ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
75% more funds holding
Funds holding: 4 → 7 (+3)
10% more capital invested
Capital invested by funds: $82.5M → $90.3M (+$7.88M)
1.08% more ownership
Funds ownership: 93.73% → 94.81% (+1.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$20.3M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.26M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$362K |
| 4 |
Jane Street
New York
|
+$224K |
| 5 |
Rockefeller Capital Management
New York
|
+$10.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.8M |
| 2 |
LAM
LifePro Asset Management
San Diego,
California
|
-$2.37M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$729 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $67.4M | -$11.8M | -549,784 | -15% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $20.3M | +$20.3M | +949,449 | New |
|
|
GM
3
GeoWealth Management
Chicago,
Illinois
| $2.02M | +$1.26M | +58,938 | +166% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $362K | +$362K | +16,889 | New |
|
|
5
Jane Street
New York
| $223K | +$224K | +10,432 | New |
|
|
6
Rockefeller Capital Management
New York
| $10K | +$10.1K | +472 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $6K | -$729 | -34 | -11% |
|
|
LAM
8
LifePro Asset Management
San Diego,
California
| – | -$2.37M | -110,263 | Closed |
|
MFUL Hedge Fund Activity: Q3 2022 in Review
7 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q3 2022, worth a combined $90.3M — up 9.6% from $82.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFUL positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $20.3M. The largest seller was AE Wealth Management, cutting an estimated $11.8M.
- 7 institutional investors held Mindful Conservative ETF (MFUL) as of Q3 2022, up from 4 in Q2 2022.
- Funds reported $90.3M of Mindful Conservative ETF stock for Q3 2022, up 9.6% quarter-over-quarter.
- 4 funds opened new Mindful Conservative ETF positions in Q3 2022 and 1 closed out, a net change of +3 holders.
- The largest Mindful Conservative ETF buyer in Q3 2022 was Foundations Investment Advisors, an estimated $20.3M added.
- The largest Mindful Conservative ETF seller in Q3 2022 was AE Wealth Management, an estimated $11.8M sold.
Based on aggregated 13F filings for Q3 2022.