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Motley Fool 100 Index ETF

58 hedge funds and large institutions have $41.3M invested in Motley Fool 100 Index ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 5958 (-1)

1.94% less ownership

Funds ownership: 36.26%34.32% (-1.9%)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $55.7M → $41.3M (-$14.5M)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
16
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$311K -$101K -2,878 -23%
RJA
27
Raymond James & Associates
Florida
$306K
TCWM
28
Total Clarity Wealth Management
Illinois
$306K +$337K +9,607 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$297K +$38.8K +1,106 +13%
CHP
30
Cable Hill Partners
Oregon
$264K +$291K +8,300 New
ARC
31
Advisor Resource Council
Texas
$245K +$271K +7,717 New
TA
32
TruWealth Advisors
Louisiana
$231K +$255K +7,261 New
HL
33
HeadInvest LLC
Maine
$222K +$5.44K +155 +2%
AAP
34
Arax Advisory Partners
Colorado
$220K +$3.69K +105 +2%
GWS
35
Glassman Wealth Services
Virginia
$214K +$8.78K +250 +4%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$158K -$3.02K -86 -2%
Morgan Stanley
37
Morgan Stanley
New York
$97K -$74.3K -2,117 -41%
BWM
38
Baystate Wealth Management
Massachusetts
$70K +$77.2K +2,200 New
HI
39
Harbour Investments
Wisconsin
$64K +$70K +1,994 New
Barclays
40
Barclays
United Kingdom
$51K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.3K
US Bancorp
42
US Bancorp
Minnesota
$24K
CFD
43
Creative Financial Designs
Indiana
$19K
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$16K
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$12K
UBS Group
46
UBS Group
Switzerland
$12K +$13.6K +387 New
PA
47
Parallel Advisors
California
$11K
KTC
48
Kistler-Tiffany Companies
Pennsylvania
$9K
GIA
49
GHP Investment Advisors
Colorado
$8K
HNB
50
Huntington National Bank
Ohio
$8K

TMFC Hedge Fund Activity: Q2 2022 in Review

58 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2022, worth a combined $41.3M — down 26% from $55.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TMFC and 8 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Citadel Advisors, adding an estimated $455K. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $1.11M sold.

  • 58 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2022, down from 59 in Q1 2022.
  • Funds reported $41.3M of Motley Fool 100 Index ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 8 funds opened new Motley Fool 100 Index ETF positions in Q2 2022 and 9 closed out, a net change of -1 holder.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2022 was Citadel Advisors, an estimated $455K added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2022 was CIBC Private Wealth Group, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2022.