Mindful Conservative ETF
MFUL
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.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
3
Increased
3
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
$65.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$0 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $65.7M | -$12.3M | -571,996 | -16% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $6.83M | +$6.83M | +317,819 | New |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $1.06M | +$595K | +27,607 | +127% |
|
4
Ameriprise
Minneapolis,
Minnesota
| $290K | +$290K | +7,959 | New |
|
5
UBS Group
Zurich,
Switzerland
| $72.8K | +$67.3K | +3,123 | +1,230% |
|
6
JPMorgan Chase & Co
New York
| $54K | +$54K | +2,507 | New |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| $27K | +$14.6K | +615 | +118% |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$249K | -11,604 | Closed |
|