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Mindful Conservative ETF

6 hedge funds and large institutions have $38.7M invested in Mindful Conservative ETF in 2024 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
-3
Holders Change %
-33.33%
% of All Funds
0.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
Increased
1
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ECA
1
Elevation Capital Advisory
Oregon
$23.8M +$1.34M +62,141 +6%
AWM
2
AE Wealth Management
Kansas
$9.09M -$1.1M -51,063 -11%
AWA
3
Authentikos Wealth Advisory
California
$5.45M -$133K -6,173 -2%
GS
4
GTS Securities
New York
$324K -$345K -16,065 -52%
UBS Group
5
UBS Group
Switzerland
$10.8K -$10.3K -477 -49%
Morgan Stanley
6
Morgan Stanley
New York
$21
Jane Street
7
Jane Street
New York
-$831K -38,039 Closed
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
-$570K -26,077 Closed
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
-$221K -10,092 Closed