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Mindful Conservative ETF

7 hedge funds and large institutions have $65.5M invested in Mindful Conservative ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
Holders Change %
0%
% of All Funds
0.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
1
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$55.7M -$10.7M -493,709 -16%
AWA
2
Authentikos Wealth Advisory
California
$6.6M -$315K -14,469 -5%
FIA
3
Foundations Investment Advisors
Arizona
$2.3M +$1.23M +56,479 +114%
Citadel Advisors
4
Citadel Advisors
Florida
$630K +$630K +28,963 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$286K +$286K +13,149 New
UBS Group
6
UBS Group
Switzerland
$13K -$60.6K -2,782 -82%
VF
7
VitalStone Financial
Texas
$11K -$14K -635 -56%
Ameriprise
8
Ameriprise
Minnesota
-$290K -7,959 Closed
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
-$54K -2,507 Closed