Mindful Conservative ETF
MFUL
6 hedge funds and large institutions have $40.2M invested in Mindful Conservative ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 5 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (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: 1 | Existing positions closed: 1
7.19% less ownership
Funds ownership: 74.79% → 67.6% (-7.2%)
34% less capital invested
Capital invested by funds: $61.1M → $40.2M (-$20.9M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$19.4M |
| 2 |
GS
GTS Securities
New York
|
-$437K |
| 3 |
TSS
Two Sigma Securities
New York
|
-$212K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$122K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $32.3M | -$19.4M | -908,937 | -37% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $5.68M | -$122K | -5,713 | -2% |
|
|
GS
3
GTS Securities
New York
| $1.05M | -$437K | -20,522 | -29% |
|
|
FIA
4
Foundations Investment Advisors
Phoenix,
Arizona
| $860K | -$111K | -5,198 | -11% |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $268K | -$80.1K | -3,759 | -23% |
|
|
6
UBS Group
Zurich,
Switzerland
| $30.2K | +$30.7K | +1,441 | New |
|
|
TSS
7
Two Sigma Securities
New York
| – | -$212K | -10,009 | Closed |
|
MFUL Hedge Fund Activity: Q4 2023 in Review
6 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q4 2023, worth a combined $40.2M — down 34% from $61.1M a quarter earlier.
Fund positioning in MFUL was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, opening a new position worth an estimated $30.7K. The largest seller was AE Wealth Management, cutting an estimated $19.4M.
- 6 institutional investors held Mindful Conservative ETF (MFUL) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $40.2M of Mindful Conservative ETF stock for Q4 2023, down 34% quarter-over-quarter.
- 1 fund opened new Mindful Conservative ETF positions in Q4 2023 and 1 closed out, a net change of 0 holders.
- The largest Mindful Conservative ETF buyer in Q4 2023 was UBS Group, an estimated $30.7K added.
- The largest Mindful Conservative ETF seller in Q4 2023 was AE Wealth Management, an estimated $19.4M sold.
Based on aggregated 13F filings for Q4 2023.