Mindful Conservative ETF
MFUL
7 hedge funds and large institutions have $4.12M invested in Mindful Conservative ETF in 2025 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
13% less funds holding
Funds holding: 8 → 7 (-1)
26.1% less ownership
Funds ownership: 76.63% → 50.53% (-26%)
83% less capital invested
Capital invested by funds: $24.2M → $4.12M (-$20M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$251K |
| 2 |
GS
GTS Securities
New York
|
+$220K |
| 3 |
FA
FSA Advisors
Troy,
Michigan
|
+$1.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$19.7M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$694K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$36.7K |
| 4 |
RL
Rogco LP
Claremore,
Oklahoma
|
-$12.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $2.47M | -$694K | -31,445 | -22% |
|
|
GS
2
GTS Securities
New York
| $784K | +$220K | +9,977 | +38% |
|
|
3
Citadel Advisors
Miami,
Florida
| $279K | -$36.7K | -1,664 | -11% |
|
|
4
Morgan Stanley
New York
| $247K | +$251K | +11,372 | +1,137,200% |
|
|
FA
5
FSA Advisors
Troy,
Michigan
| $206K | +$1.41K | +64 | +0.7% |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $117K | – | – | – |
|
|
RL
7
Rogco LP
Claremore,
Oklahoma
| $12.4K | -$12.4K | -562 | -50% |
|
|
ECA
8
Elevation Capital Advisory
Bend,
Oregon
| – | -$19.7M | -890,230 | Closed |
|
MFUL Hedge Fund Activity: Q4 2025 in Review
7 of the 8,239 institutional investors tracked by Wall St. Rank reported a position in Mindful Conservative ETF (MFUL) for Q4 2025, worth a combined $4.12M — down 83% from $24.2M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MFUL and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.
The largest buyer was Morgan Stanley, adding an estimated $251K. The largest seller was Elevation Capital Advisory, exiting entirely with an estimated $19.7M sold.
- 7 institutional investors held Mindful Conservative ETF (MFUL) as of Q4 2025, down from 8 in Q3 2025.
- Funds reported $4.12M of Mindful Conservative ETF stock for Q4 2025, down 83% quarter-over-quarter.
- 0 funds opened new Mindful Conservative ETF positions in Q4 2025 and 1 closed out, a net change of -1 holder.
- The largest Mindful Conservative ETF buyer in Q4 2025 was Morgan Stanley, an estimated $251K added.
- The largest Mindful Conservative ETF seller in Q4 2025 was Elevation Capital Advisory, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2025.