Mindful Conservative ETF
MFUL
8 hedge funds and large institutions have $24.2M invested in Mindful Conservative ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 3 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 9 → 8 (-1)
11.33% less ownership
Funds ownership: 87.96% → 76.63% (-11%)
17% less capital invested
Capital invested by funds: $29.1M → $24.2M (-$4.99M)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$119K |
| 2 |
RL
Rogco LP
Claremore,
Oklahoma
|
+$24.9K |
| 3 |
FA
FSA Advisors
Troy,
Michigan
|
+$110 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$4.6M |
| 2 |
GS
GTS Securities
New York
|
-$368K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$201K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$176K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECA
1
Elevation Capital Advisory
Bend,
Oregon
| $19.7M | -$4.6M | -209,057 | -19% |
|
|
AWM
2
AE Wealth Management
Topeka,
Kansas
| $3.21M | -$176K | -7,999 | -5% |
|
|
GS
3
GTS Securities
New York
| $577K | -$368K | -16,715 | -39% |
|
|
4
Citadel Advisors
Miami,
Florida
| $321K | -$201K | -9,127 | -39% |
|
|
FA
5
FSA Advisors
Troy,
Michigan
| $208K | +$110 | +5 | +0.1% |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $119K | +$119K | +5,394 | New |
|
|
RL
7
Rogco LP
Claremore,
Oklahoma
| $25K | +$24.9K | +1,132 | New |
|
8
Morgan Stanley
New York
| $22 | – | – | – |
|
|
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$206K | -9,472 | Closed |
|
10
UBS Group
Zurich,
Switzerland
| – | -$76.4K | -3,516 | Closed |
|
|
AAS
11
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$517 | -24 | Closed |
|
MFUL Hedge Fund Activity: Q3 2025 in Review
8 of the 7,626 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q3 2025, worth a combined $24.2M — down 17% from $29.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MFUL and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, opening a new position worth an estimated $119K. The largest seller was Elevation Capital Advisory, cutting an estimated $4.6M.
- 8 institutional investors held Mindful Conservative ETF (MFUL) as of Q3 2025, down from 9 in Q2 2025.
- Funds reported $24.2M of Mindful Conservative ETF stock for Q3 2025, down 17% quarter-over-quarter.
- 2 funds opened new Mindful Conservative ETF positions in Q3 2025 and 3 closed out, a net change of -1 holder.
- The largest Mindful Conservative ETF buyer in Q3 2025 was Osaic Holdings, an estimated $119K added.
- The largest Mindful Conservative ETF seller in Q3 2025 was Elevation Capital Advisory, an estimated $4.6M sold.
Based on aggregated 13F filings for Q3 2025.