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Motley Fool 100 Index ETF

57 hedge funds and large institutions have $66.7M invested in Motley Fool 100 Index ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $57.8M → $66.7M (+$8.99M)

5.59% more ownership

Funds ownership: 38.92%44.5% (+5.6%)

4% more funds holding

Funds holding: 5557 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+2
Holders Change %
+3.64%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
26
Cable Hill Partners
Oregon
$331K
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$328K +$26.8K +651 +9%
KWM
28
Kingsview Wealth Management
Oregon
$319K +$329K +7,996 New
Wealthfront Advisers
29
Wealthfront Advisers
California
$312K +$322K +7,835 New
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$296K +$84.9K +2,063 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$274K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$271K -$1.6K -39 -0.6%
GWS
33
Glassman Wealth Services
Virginia
$258K
MCM
34
Marathon Capital Management
Maryland
$253K -$15.4K -375 -6%
JWCA
35
J.W. Cole Advisors
Florida
$237K +$246K +5,972 New
HL
36
HeadInvest LLC
Maine
$228K +$20.6K +500 +10%
Morgan Stanley
37
Morgan Stanley
New York
$144K -$32.2K -783 -18%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$89K +$44K +1,069 +92%
Barclays
39
Barclays
United Kingdom
$64K
CFA
40
Carroll Financial Associates
North Carolina
$58K +$823 +20 +1%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.4K +$3.7K +90 +7%
AAP
42
Arax Advisory Partners
Colorado
$45K +$35.8K +869 +341%
US Bancorp
43
US Bancorp
Minnesota
$29K
CFD
44
Creative Financial Designs
Indiana
$24K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$20K
PA
46
Parallel Advisors
California
$13K
GWSG
47
GPS Wealth Strategies Group
Colorado
$7K
PAI
48
Pittenger & Anderson Inc
Nebraska
$6K
Wells Fargo
49
Wells Fargo
California
$6K +$6.3K +153 New
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.12K -100 -53%

TMFC Hedge Fund Activity: Q3 2021 in Review

57 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2021, worth a combined $66.7M — up 16% from $57.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TMFC positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.55M. The largest seller was Advisory Services Network, cutting an estimated $585K.

  • 57 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2021, up from 55 in Q2 2021.
  • Funds reported $66.7M of Motley Fool 100 Index ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 6 funds opened new Motley Fool 100 Index ETF positions in Q3 2021 and 4 closed out, a net change of +2 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2021 was Cambridge Investment Research Advisors, an estimated $3.55M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2021 was Advisory Services Network, an estimated $585K sold.

Based on aggregated 13F filings for Q3 2021.