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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

2.37% more ownership

Funds ownership: 88.54% → 90.91% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $41.2M → $38.7M (-$2.49M)

33% less funds holding

Funds holding: 9 → 6 (-3)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

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
–

MFUL Hedge Fund Activity: Q4 2024 in Review

6 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q4 2024, worth a combined $38.7M — down 6.1% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MFUL and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 1 added.

The largest buyer was Elevation Capital Advisory, adding an estimated $1.36M. The largest seller was AE Wealth Management, cutting an estimated $1.12M.

  • 6 institutional investors held Mindful Conservative ETF (MFUL) as of Q4 2024, down from 9 in Q3 2024.
  • Funds reported $38.7M of Mindful Conservative ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 0 funds opened new Mindful Conservative ETF positions in Q4 2024 and 3 closed out, a net change of -3 holders.
  • The largest Mindful Conservative ETF buyer in Q4 2024 was Elevation Capital Advisory, an estimated $1.36M added.
  • The largest Mindful Conservative ETF seller in Q4 2024 was AE Wealth Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2024.