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Motley Fool 100 Index ETF

59 hedge funds and large institutions have $55.7M invested in Motley Fool 100 Index ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less funds holding

Funds holding: 6759 (-8)

11.95% less ownership

Funds ownership: 48.21%36.26% (-12%)

30% less capital invested

Capital invested by funds: $80M → $55.7M (-$24.3M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
59
Holders Change
-8
Holders Change %
-11.94%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$407K +$60.9K +1,529 +18%
RJA
27
Raymond James & Associates
Florida
$392K -$95.5K -2,400 -20%
AWM
28
AE Wealth Management
Kansas
$384K -$123K -3,094 -25%
CA
29
CoreCap Advisors
Michigan
$340K +$111K +2,779 +50%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$336K -$12.1K -303 -4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$326K -$27.9K -700 -8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$295K +$287K +7,214 New
HL
33
HeadInvest LLC
Maine
$278K +$4.58K +115 +2%
AAP
34
Arax Advisory Partners
Colorado
$278K +$14.8K +371 +6%
GWS
35
Glassman Wealth Services
Virginia
$265K +$21.4K +537 +9%
Koshinski Asset Management
36
Koshinski Asset Management
Illinois
$233K -$2.27K -57 -3%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$223K
Morgan Stanley
38
Morgan Stanley
New York
$211K -$20.6K -517 -9%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$206K +$36.1K +907 +22%
PAG
40
Private Advisor Group
New Jersey
$202K +$197K +4,948 New
Barclays
41
Barclays
United Kingdom
$66K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.8K
US Bancorp
43
US Bancorp
Minnesota
$30K
CFD
44
Creative Financial Designs
Indiana
$24K
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$21K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$15K -$10.1K -253 -41%
PA
47
Parallel Advisors
California
$14K
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$12K
HNB
49
Huntington National Bank
Ohio
$11K
GIA
50
GHP Investment Advisors
Colorado
$10K +$9.95K +250 New

TMFC Hedge Fund Activity: Q1 2022 in Review

59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2022, worth a combined $55.7M — down 30% from $80M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TMFC and 7 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $628K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.16M.

  • 59 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2022, down from 67 in Q4 2021.
  • Funds reported $55.7M of Motley Fool 100 Index ETF stock for Q1 2022, down 30% quarter-over-quarter.
  • 7 funds opened new Motley Fool 100 Index ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q1 2022 was Beacon Pointe Advisors, an estimated $628K added.
  • The largest Motley Fool 100 Index ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2022.