Mindful Conservative ETF
MFUL
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.12M |
| 2 |
Jane Street
New York
|
-$831K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$570K |
| 4 |
GS
GTS Securities
New York
|
-$351K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECA
1
Elevation Capital Advisory
Bend,
Oregon
| $23.8M | +$1.36M | +62,141 | +6% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $9.09M | -$1.12M | -51,063 | -11% |
|
|
AWA
3
Authentikos Wealth Advisory
Morgan Hill,
California
| $5.45M | -$135K | -6,173 | -2% |
|
|
GS
4
GTS Securities
New York
| $324K | -$351K | -16,065 | -52% |
|
5
UBS Group
Zurich,
Switzerland
| $10.8K | -$10.4K | -477 | -49% |
|
6
Morgan Stanley
New York
| $21 | – | – | – |
|
|
7
Jane Street
New York
| – | -$831K | -38,039 | Closed |
|
|
8
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$570K | -26,077 | Closed |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$221K | -10,092 | Closed |
|
MFUL Hedge Fund Activity: Q4 2024 in Review
6 of the 7,597 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.