Mindful Conservative ETF
MFUL
5 hedge funds and large institutions have $78.6M invested in Mindful Conservative ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
13% less capital invested
Capital invested by funds: $90.3M → $78.6M (-$11.7M)
13.54% less ownership
Funds ownership: 94.81% → 81.26% (-14%)
29% less funds holding
Funds holding: 7 → 5 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$19.9M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.02M |
| 3 |
Jane Street
New York
|
-$223K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$113K |
| 5 |
Rockefeller Capital Management
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $77.9M | +$10.2M | +475,741 | +15% |
|
|
FIA
2
Foundations Investment Advisors
Phoenix,
Arizona
| $468K | -$19.9M | -927,687 | -98% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $249K | -$113K | -5,285 | -31% |
|
|
VF
4
VitalStone Financial
Shavano Park,
Texas
| $11K | +$11.2K | +520 | New |
|
5
UBS Group
Zurich,
Switzerland
| $5.46K | -$601 | -28 | -10% |
|
|
GM
6
GeoWealth Management
Chicago,
Illinois
| – | -$2.02M | -94,405 | Closed |
|
|
7
Jane Street
New York
| – | -$223K | -10,432 | Closed |
|
|
8
Rockefeller Capital Management
New York
| – | -$10K | -472 | Closed |
|
MFUL Hedge Fund Activity: Q4 2022 in Review
5 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q4 2022, worth a combined $78.6M — down 13% from $90.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MFUL and 1 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was AE Wealth Management, adding an estimated $10.2M. The largest seller was Foundations Investment Advisors, cutting an estimated $19.9M.
- 5 institutional investors held Mindful Conservative ETF (MFUL) as of Q4 2022, down from 7 in Q3 2022.
- Funds reported $78.6M of Mindful Conservative ETF stock for Q4 2022, down 13% quarter-over-quarter.
- 1 fund opened new Mindful Conservative ETF positions in Q4 2022 and 3 closed out, a net change of -2 holders.
- The largest Mindful Conservative ETF buyer in Q4 2022 was AE Wealth Management, an estimated $10.2M added.
- The largest Mindful Conservative ETF seller in Q4 2022 was Foundations Investment Advisors, an estimated $19.9M sold.
Based on aggregated 13F filings for Q4 2022.