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Mindful Conservative ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
9
Holders Change
+3
Holders Change %
+50%
% of All Funds
0.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
1
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.8M -$12.3M -577,234 -37%
AWA
2
Authentikos Wealth Advisory
California
$5.64M -$160K -7,500 -3%
FIA
3
Foundations Investment Advisors
Arizona
$522K -$354K -16,559 -40%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$428K +$154K +7,214 +56%
OWG
5
Oxford Wealth Group
Florida
$332K +$332K +15,545 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$171K +$171K +7,997 New
SIS
7
Sound Income Strategies
Florida
$60.2K +$60.2K +2,815 New
UBS Group
8
UBS Group
Switzerland
$18.6K -$12.2K -570 -40%
Morgan Stanley
9
Morgan Stanley
New York
$3.21K +$3.21K +150 New
GS
10
GTS Securities
New York
-$1.05M -50,148 Closed