Mindful Conservative ETF
MFUL
6 hedge funds and large institutions have $29.9M invested in Mindful Conservative ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
3.37% less ownership
Funds ownership: 90.91% → 87.55% (-3.4%)
23% less capital invested
Capital invested by funds: $38.7M → $29.9M (-$8.81M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
+$1.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$257K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$42.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$5.45M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.88M |
| 3 |
GS
GTS Securities
New York
|
-$122K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECA
1
Elevation Capital Advisory
Bend,
Oregon
| $25.1M | +$1.17M | +54,138 | +5% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $4.27M | -$4.88M | -225,534 | -53% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $257K | +$257K | +11,885 | New |
|
|
GS
4
GTS Securities
New York
| $204K | -$122K | -5,619 | -37% |
|
|
5
UBS Group
Zurich,
Switzerland
| $53.1K | +$42.3K | +1,956 | +390% |
|
6
Morgan Stanley
New York
| $22 | – | – | – |
|
|
AWA
7
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$5.45M | -253,643 | Closed |
|
MFUL Hedge Fund Activity: Q1 2025 in Review
6 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q1 2025, worth a combined $29.9M — down 23% from $38.7M a quarter earlier.
Fund positioning in MFUL was balanced in Q1 2025: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Elevation Capital Advisory, adding an estimated $1.17M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $5.45M sold.
- 6 institutional investors held Mindful Conservative ETF (MFUL) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $29.9M of Mindful Conservative ETF stock for Q1 2025, down 23% quarter-over-quarter.
- 1 fund opened new Mindful Conservative ETF positions in Q1 2025 and 1 closed out, a net change of 0 holders.
- The largest Mindful Conservative ETF buyer in Q1 2025 was Elevation Capital Advisory, an estimated $1.17M added.
- The largest Mindful Conservative ETF seller in Q1 2025 was Authentikos Wealth Advisory, an estimated $5.45M sold.
Based on aggregated 13F filings for Q1 2025.