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Motley Fool 100 Index ETF

63 hedge funds and large institutions have $33M invested in Motley Fool 100 Index ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

15% more funds holding

Funds holding: 5563 (+8)

13% less capital invested

Capital invested by funds: $38M → $33M (-$4.99M)

23.72% less ownership

Funds ownership: 33%9.27% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
14
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
26
Cable Hill Partners
Oregon
$253K
TCWM
27
Total Clarity Wealth Management
Illinois
$232K -$124K -3,915 -34%
BW
28
Bison Wealth
Georgia
$229K -$62.5K -1,980 -22%
AWM
29
AE Wealth Management
Kansas
$215K -$96.1K -3,043 -30%
AAP
30
Arax Advisory Partners
Colorado
$210K +$126 +4 +0.1%
GWS
31
Glassman Wealth Services
Virginia
$205K +$505 +16 +0.2%
UBS Group
32
UBS Group
Switzerland
$142K +$82.4K +2,609 +128%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$134K -$14.6K -462 -9%
Morgan Stanley
34
Morgan Stanley
New York
$105K -$4.92K -156 -4%
CA
35
CoreCap Advisors
Michigan
$94.9K -$326K -10,334 -77%
FA
36
Fiduciary Alliance
South Carolina
$94.2K +$97.7K +3,094 New
RFA
37
Resurgent Financial Advisors
Georgia
$94.2K +$97.7K +3,094 New
TLA
38
Tanglewood Legacy Advisors
Texas
$90.5K +$93.9K +2,973 New
BWM
39
Baystate Wealth Management
Massachusetts
$67K +$158 +5 +0.2%
HCM
40
Hollencrest Capital Management
California
$57.8K +$60K +1,899 New
EWM
41
Evermay Wealth Management
Virginia
$51.8K +$53.7K +1,700 New
Barclays
42
Barclays
United Kingdom
$48.9K
Wells Fargo
43
Wells Fargo
California
$48.6K -$171K -5,420 -77%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$42.3K
ASN
45
Advisory Services Network
Georgia
$37.2K +$38.5K +1,221 New
HI
46
Harbour Investments
Wisconsin
$26.7K -$35.2K -1,116 -56%
US Bancorp
47
US Bancorp
Minnesota
$22.5K
CFD
48
Creative Financial Designs
Indiana
$18.2K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$15K
Bank of America
50
Bank of America
North Carolina
$13.7K +$12.6K +400 +800%

TMFC Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2022, worth a combined $33M — down 13% from $38M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TMFC positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $497K. The largest seller was LPL Financial, cutting an estimated $4.23M.

  • 63 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $33M of Motley Fool 100 Index ETF stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Motley Fool 100 Index ETF positions in Q4 2022 and 4 closed out, a net change of +9 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2022 was Citadel Advisors, an estimated $497K added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2022 was LPL Financial, an estimated $4.23M sold.

Based on aggregated 13F filings for Q4 2022.