Mindful Conservative ETF
MFUL
9 hedge funds and large institutions have $41.2M invested in Mindful Conservative ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
29% more funds holding
Funds holding: 7 → 9 (+2)
12.94% more ownership
Funds ownership: 75.6% → 88.54% (+13%)
2% more capital invested
Capital invested by funds: $40.5M → $41.2M (+$670K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$5.65M |
| 2 |
Jane Street
New York
|
+$828K |
| 3 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$432K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$305K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$220K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$333K |
| 3 |
GS
GTS Securities
New York
|
-$38.5K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$21 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECA
1
Elevation Capital Advisory
Bend,
Oregon
| $22.8M | +$432K | +19,866 | +2% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $10.4M | -$7.15M | -328,684 | -41% |
|
|
AWA
3
Authentikos Wealth Advisory
Morgan Hill,
California
| $5.67M | +$5.65M | +259,816 | New |
|
|
4
Jane Street
New York
| $831K | +$828K | +38,039 | New |
|
|
GS
5
GTS Securities
New York
| $680K | -$38.5K | -1,768 | -5% |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $570K | +$305K | +14,023 | +116% |
|
|
7
Bank of Montreal
Toronto,
Ontario, Canada
| $221K | +$220K | +10,092 | New |
|
8
UBS Group
Zurich,
Switzerland
| $21.4K | +$1.28K | +59 | +6% |
|
9
Morgan Stanley
New York
| $42 | +$22 | +1 | New |
|
|
10
Citadel Advisors
Miami,
Florida
| – | -$333K | -15,518 | Closed |
|
|
11
Fidelity Investments
Boston,
Massachusetts
| – | -$21 | -1 | Closed |
|
MFUL Hedge Fund Activity: Q3 2024 in Review
9 of the 6,968 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q3 2024, worth a combined $41.2M — up 1.7% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MFUL positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $5.65M. The largest seller was AE Wealth Management, cutting an estimated $7.15M.
- 9 institutional investors held Mindful Conservative ETF (MFUL) as of Q3 2024, up from 7 in Q2 2024.
- Funds reported $41.2M of Mindful Conservative ETF stock for Q3 2024, up 1.7% quarter-over-quarter.
- 4 funds opened new Mindful Conservative ETF positions in Q3 2024 and 2 closed out, a net change of +2 holders.
- The largest Mindful Conservative ETF buyer in Q3 2024 was Authentikos Wealth Advisory, an estimated $5.65M added.
- The largest Mindful Conservative ETF seller in Q3 2024 was AE Wealth Management, an estimated $7.15M sold.
Based on aggregated 13F filings for Q3 2024.