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Motley Fool 100 Index ETF
TMFC

69 hedge funds and large institutions have $64.3M invested in Motley Fool 100 Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more capital invested

Capital invested by funds: $43.5M → $64.3M (+$20.8M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more funds holding

Funds holding: 63 → 69 (+6)

2.25% more ownership

Funds ownership: 10.73% → 12.98% (+2.3%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
19
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$5.57M
2
LPL Financial
LPL Financial
California
+$3.3M
3
FEM
Fulcrum Equity Management
Texas
+$1.37M
4
HI
Harbour Investments
Wisconsin
+$1.32M
5
LCGC
Legacy Capital Group California
California
+$492K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$899K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$574K
3
WAM
Walker Asset Management
Missouri
-$166K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$88.6K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$63.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$396K +$18.2K +487 +5%
SFA
27
Sequoia Financial Advisors
Ohio
$378K -$37K -992 -10%
LSIA
28
LaSalle St. Investment Advisors
Illinois
$360K +$20.7K +556 +7%
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$346K +$3.32K +89 +5%
CHP
30
Cable Hill Partners
Oregon
$338K – – –
GFG
31
Goldstone Financial Group
Illinois
$309K -$20.6K -552 -7%
AAP
32
Arax Advisory Partners
Colorado
$268K -$1.42K -38 -0.6%
AWM
33
AE Wealth Management
Kansas
$266K -$27.9K -748 -10%
BW
34
Bison Wealth
Georgia
$264K -$11.9K -320 -5%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$260K +$50.6K +1,355 +27%
HL
36
HeadInvest LLC
Maine
$249K -$933 -25 -0.4%
GWS
37
Glassman Wealth Services
Virginia
$243K – – –
MCM
38
Marathon Capital Management
Maryland
$240K -$7.46K -200 -3%
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$229K +$209K +5,610 New
IFPG
40
Intrepid Financial Planning Group
Indiana
$227K +$208K +5,581 New
Mariner
41
Mariner
Kansas
$223K +$204K +5,472 New
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$222K +$203K +5,450 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$205K +$188K +5,040 New
Morgan Stanley
44
Morgan Stanley
New York
$201K +$20.5K +550 +13%
RFA
45
Resurgent Financial Advisors
Georgia
$126K – – –
FA
46
Fiduciary Alliance
South Carolina
$126K +$115K +3,094 New
TLA
47
Tanglewood Legacy Advisors
Texas
$121K – – –
Barclays
48
Barclays
United Kingdom
$65.4K – – –
HCM
49
Hollencrest Capital Management
California
$61.1K – – –
Wells Fargo
50
Wells Fargo
California
$57.7K -$23.8K -638 -31%
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TMFC Hedge Fund Activity: Q2 2023 in Review

69 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2023, worth a combined $64.3M — up 48% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TMFC positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $5.57M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $899K sold.

  • 69 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $64.3M of Motley Fool 100 Index ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 13 funds opened new Motley Fool 100 Index ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $5.57M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $899K sold.

Based on aggregated 13F filings for Q2 2023.