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Motley Fool 100 Index ETF
TMFC

67 hedge funds and large institutions have $80M invested in Motley Fool 100 Index ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more capital invested

Capital invested by funds: $66.7M → $80M (+$13.3M)

18% more funds holding

Funds holding: 57 → 67 (+10)

3.7% more ownership

Funds ownership: 44.5% → 48.21% (+3.7%)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
29
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$2.99M
2
Jane Street
Jane Street
New York
+$743K
3
CPA
Clear Perspective Advisors
Illinois
+$570K
4
CAM
Columbia Asset Management
Michigan
+$436K
5
PWM
Perigon Wealth Management
California
+$364K

Top Sellers

Rank Fund Capital Flow
1
HI
Harbour Investments
Wisconsin
-$1.28M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$752K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$739K
4
BW
Bison Wealth
Georgia
-$127K
5
WAP
Wealthcare Advisory Partners
Pennsylvania
-$61.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$489K – – –
Wealthfront Advisers
27
Wealthfront Advisers
California
$461K +$111K +2,587 +33%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$384K +$81K +1,888 +28%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$376K +$12.4K +289 +4%
PWM
30
Perigon Wealth Management
California
$374K +$364K +8,480 New
KWM
31
Kingsview Wealth Management
Oregon
$372K +$18.4K +429 +5%
CHP
32
Cable Hill Partners
Oregon
$366K – – –
ARC
33
Advisor Resource Council
Texas
$341K +$331K +7,717 New
CAM
34
Columbia Asset Management
Michigan
$326K +$436K +10,151 New
JWCA
35
J.W. Cole Advisors
Florida
$312K +$46.8K +1,091 +18%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$309K +$386 +9 +0.4%
HL
37
HeadInvest LLC
Maine
$295K +$41.8K +975 +17%
AAP
38
Arax Advisory Partners
Colorado
$284K +$228K +5,306 +472%
MCM
39
Marathon Capital Management
Maryland
$271K -$8.46K -197 -3%
GWS
40
Glassman Wealth Services
Virginia
$262K -$22.4K -523 -8%
Morgan Stanley
41
Morgan Stanley
New York
$251K +$88.8K +2,068 +57%
CA
42
CoreCap Advisors
Michigan
$245K +$238K +5,543 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$241K -$61.2K -1,425 -21%
EH
44
Equitable Holdings
New York
$221K +$215K +5,000 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$182K +$81.1K +1,890 +85%
HNB
46
Huntington National Bank
Ohio
$116K – – –
Barclays
47
Barclays
United Kingdom
$71K – – –
CFA
48
Carroll Financial Associates
North Carolina
$65K – – –
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.4K – – –
US Bancorp
50
US Bancorp
Minnesota
$33K – – –
1
2
3

TMFC Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2021, worth a combined $80M — up 20% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TMFC positions and 3 closed out — a net gain of 11 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.99M. The largest seller was Harbour Investments, cutting an estimated $1.28M.

  • 67 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2021, up from 57 in Q3 2021.
  • Funds reported $80M of Motley Fool 100 Index ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 14 funds opened new Motley Fool 100 Index ETF positions in Q4 2021 and 3 closed out, a net change of +11 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2021 was LPL Financial, an estimated $2.99M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2021 was Harbour Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2021.