Mindful Conservative ETF
MFUL
9 hedge funds and large institutions have $28M invested in Mindful Conservative ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
50% more funds holding
Funds holding: 6 → 9 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.85% less ownership
Funds ownership: 67.6% → 49.75% (-18%)
30% less capital invested
Capital invested by funds: $40.2M → $28M (-$12.3M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$168K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$151K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$59.1K |
| 4 |
Morgan Stanley
New York
|
+$3.15K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$12.1M |
| 2 |
GS
GTS Securities
New York
|
-$1.05M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$348K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$157K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $20.8M | -$12.1M | -577,234 | -37% |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $5.64M | -$157K | -7,500 | -3% |
|
|
FIA
3
Foundations Investment Advisors
Phoenix,
Arizona
| $522K | -$348K | -16,559 | -40% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $428K | +$151K | +7,214 | +56% |
|
|
OWG
5
Oxford Wealth Group
Orlando,
Florida
| $332K | +$326K | +15,545 | New |
|
|
6
JP Morgan Chase
New York
| $171K | +$168K | +7,997 | New |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $60.2K | +$59.1K | +2,815 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $18.6K | -$12K | -570 | -40% |
|
|
9
Morgan Stanley
New York
| $3.21K | +$3.15K | +150 | New |
|
|
GS
10
GTS Securities
New York
| – | -$1.05M | -50,148 | Closed |
|
MFUL Hedge Fund Activity: Q1 2024 in Review
9 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q1 2024, worth a combined $28M — down 30% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFUL positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 4 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $168K. The largest seller was AE Wealth Management, cutting an estimated $12.1M.
- 9 institutional investors held Mindful Conservative ETF (MFUL) as of Q1 2024, up from 6 in Q4 2023.
- Funds reported $28M of Mindful Conservative ETF stock for Q1 2024, down 30% quarter-over-quarter.
- 4 funds opened new Mindful Conservative ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
- The largest Mindful Conservative ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $168K added.
- The largest Mindful Conservative ETF seller in Q1 2024 was AE Wealth Management, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2024.