Motley Fool 100 Index ETF
TMFC
63 hedge funds and large institutions have $43.5M invested in Motley Fool 100 Index ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
32% more capital invested
Capital invested by funds: $33M → $43.5M (+$10.5M)
12% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 17
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
1.46% more ownership
Funds ownership: 9.27% → 10.73% (+1.5%)
0% more funds holding
Funds holding: 63 → 63 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$2.35M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.41M |
| 3 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
+$927K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$364K |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$340K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
Bridge Advisory
Pasadena,
California
|
-$688K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$479K |
| 3 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$368K |
| 4 |
TCWM
Total Clarity Wealth Management
St. Charles,
Illinois
|
-$232K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$142K |
TMFC Hedge Fund Activity: Q1 2023 in Review
63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2023, worth a combined $43.5M — up 32% from $33M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TMFC positions and 10 closed out — a net gain of 1 holder — while 19 added to existing stakes and 17 trimmed.
The largest buyer was GeoWealth Management, adding an estimated $2.35M. The largest seller was Bridge Advisory, exiting entirely with an estimated $688K sold.
- 63 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $43.5M of Motley Fool 100 Index ETF stock for Q1 2023, up 32% quarter-over-quarter.
- 11 funds opened new Motley Fool 100 Index ETF positions in Q1 2023 and 10 closed out, a net change of +1 holder.
- The largest Motley Fool 100 Index ETF buyer in Q1 2023 was GeoWealth Management, an estimated $2.35M added.
- The largest Motley Fool 100 Index ETF seller in Q1 2023 was Bridge Advisory, an estimated $688K sold.
Based on aggregated 13F filings for Q1 2023.