Mindful Conservative ETF
MFUL
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.
0% more funds holding
Funds holding: 7 → 7 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
1.83% less ownership
Funds ownership: 78.02% → 76.19% (-1.8%)
12% less capital invested
Capital invested by funds: $74.1M → $65.5M (-$8.57M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.22M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$627K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$10.7M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$313K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$290K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$60.2K |
| 5 |
JP Morgan Chase
New York
|
-$54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $55.7M | -$10.7M | -493,709 | -16% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $6.6M | -$313K | -14,469 | -5% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $2.3M | +$1.22M | +56,479 | +114% |
|
|
4
Citadel Advisors
Miami,
Florida
| $630K | +$627K | +28,963 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $286K | +$284K | +13,149 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $13K | -$60.2K | -2,782 | -82% |
|
|
VF
7
VitalStone Financial
Shavano Park,
Texas
| $11K | -$13.7K | -635 | -56% |
|
|
8
Ameriprise
Minneapolis,
Minnesota
| – | -$290K | -7,959 | Closed |
|
|
9
JP Morgan Chase
New York
| – | -$54K | -2,507 | Closed |
|
MFUL Hedge Fund Activity: Q2 2023 in Review
7 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q2 2023, worth a combined $65.5M — down 12% from $74.1M a quarter earlier.
Fund positioning in MFUL was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $1.22M. The largest seller was AE Wealth Management, cutting an estimated $10.7M.
- 7 institutional investors held Mindful Conservative ETF (MFUL) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $65.5M of Mindful Conservative ETF stock for Q2 2023, down 12% quarter-over-quarter.
- 2 funds opened new Mindful Conservative ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
- The largest Mindful Conservative ETF buyer in Q2 2023 was Foundations Investment Advisors, an estimated $1.22M added.
- The largest Mindful Conservative ETF seller in Q2 2023 was AE Wealth Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q2 2023.