Mindful Conservative ETF
MFUL
7 hedge funds and large institutions have $74.1M invested in Mindful Conservative ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
40% more funds holding
Funds holding: 5 → 7 (+2)
3.24% less ownership
Funds ownership: 81.26% → 78.02% (-3.2%)
6% less capital invested
Capital invested by funds: $78.6M → $74.1M (-$4.54M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$594K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$171K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$67.2K |
| 4 |
JP Morgan Chase
New York
|
+$53.9K |
| 5 |
VF
VitalStone Financial
Shavano Park,
Texas
|
+$13.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $65.7M | -$12.3M | -571,996 | -16% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $6.83M | +$6.84M | +317,819 | New |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.06M | +$594K | +27,607 | +127% |
|
|
4
Ameriprise
Minneapolis,
Minnesota
| $290K | +$171K | +7,959 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $72.8K | +$67.2K | +3,123 | +1,230% |
|
|
6
JP Morgan Chase
New York
| $54K | +$53.9K | +2,507 | New |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| $27K | +$13.2K | +615 | +118% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$249K | -11,604 | Closed |
|
MFUL Hedge Fund Activity: Q1 2023 in Review
7 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q1 2023, worth a combined $74.1M — down 5.8% from $78.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MFUL positions and 1 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $594K. The largest seller was AE Wealth Management, cutting an estimated $12.3M.
- 7 institutional investors held Mindful Conservative ETF (MFUL) as of Q1 2023, up from 5 in Q4 2022.
- Funds reported $74.1M of Mindful Conservative ETF stock for Q1 2023, down 5.8% quarter-over-quarter.
- 3 funds opened new Mindful Conservative ETF positions in Q1 2023 and 1 closed out, a net change of +2 holders.
- The largest Mindful Conservative ETF buyer in Q1 2023 was Foundations Investment Advisors, an estimated $594K added.
- The largest Mindful Conservative ETF seller in Q1 2023 was AE Wealth Management, an estimated $12.3M sold.
Based on aggregated 13F filings for Q1 2023.