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Motley Fool 100 Index ETF

41 hedge funds and large institutions have $31.6M invested in Motley Fool 100 Index ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

63% more capital invested

Capital invested by funds: $19.4M → $31.6M (+$12.2M)

14% more funds holding

Funds holding: 3641 (+5)

10.73% more ownership

Funds ownership: 18.51%29.23% (+11%)

Holders
41
Holders Change
+5
Holders Change %
+13.89%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
26
Allworth Financial
California
$28K
FHA
27
Flagship Harbor Advisors
Massachusetts
$28K
US Bancorp
28
US Bancorp
Minnesota
$24K
CFA
29
Carroll Financial Associates
North Carolina
$24K +$20.6K +665 +665%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$17K -$2.72K -88 -14%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$16K
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$16K +$15.5K +500 New
OAJ
33
Ogorek Anthony Joseph
New York
$15K +$15.5K +500 New
APA
34
American Portfolios Advisors
New York
$12.3K
UBS Group
35
UBS Group
Switzerland
$9K -$49.8K -1,609 -84%
PFPT
36
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K
PAI
37
Pittenger & Anderson Inc
Nebraska
$5K
BlackRock
38
BlackRock
New York
$2K
CPA
39
Clear Perspective Advisors
Illinois
$1.01K +$2.03M +65,598 +169%
TWA
40
TCI Wealth Advisors
Arizona
$1K
PFWA
41
Paces Ferry Wealth Advisors
Georgia
$1K +$990 +32 New
PFS
42
Prospera Financial Services
Texas
-$408K -14,570 Closed
NCM
43
Niemann Capital Management
Nevada
-$247K -8,806 Closed
PAG
44
Private Advisor Group
New Jersey
-$14K -500 Closed
IA
45
IFP Advisors
Florida
-$12.4K -400 Closed
WCG
46
Weaver Consulting Group
California
-$4K -130 Closed

TMFC Hedge Fund Activity: Q3 2020 in Review

41 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2020, worth a combined $31.6M — up 63% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFC positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.02M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $408K sold.

  • 41 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2020, up from 36 in Q2 2020.
  • Funds reported $31.6M of Motley Fool 100 Index ETF stock for Q3 2020, up 63% quarter-over-quarter.
  • 10 funds opened new Motley Fool 100 Index ETF positions in Q3 2020 and 5 closed out, a net change of +5 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2020 was LPL Financial, an estimated $3.02M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2020 was Prospera Financial Services, an estimated $408K sold.

Based on aggregated 13F filings for Q3 2020.