Mindful Conservative ETF
MFUL
MFUL
7 hedge funds and large institutions have $40.5M invested in Mindful Conservative ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
7
Holders Change
-2
Holders Change %
-22.22%
% of All Funds
0.1%
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
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
GS
GTS Securities
New York
|
$706K |
| 2 |
Citadel Advisors
Miami,
Florida
|
$333K |
| 3 |
UBS Group
Zurich,
Switzerland
|
$19.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
$21 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ECA
1
Elevation Capital Advisory
Bend,
Oregon
| $22M | +$22M | +1,025,828 | New |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $17.2M | -$3.65M | -170,149 | -17% |
|
|
GS
3
GTS Securities
New York
| $706K | +$706K | +32,910 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $333K | +$333K | +15,518 | New |
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $258K | -$171K | -7,967 | -40% |
|
|
6
UBS Group
Zurich,
Switzerland
| $19.7K | +$1.05K | +49 | +6% |
|
|
7
Fidelity Investments
Boston,
Massachusetts
| $21 | +$21 | +1 | New |
|
|
AWA
8
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$5.64M | -263,727 | Closed |
|
|
FIA
9
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$522K | -24,433 | Closed |
|
|
OWG
10
Oxford Wealth Group
Orlando,
Florida
| – | -$332K | -15,545 | Closed |
|
11
JPMorgan Chase & Co
New York
| – | -$171K | -7,997 | Closed |
|
|
SIS
12
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$60.2K | -2,815 | Closed |
|
13
Morgan Stanley
New York
| – | -$3.21K | -150 | Closed |
|