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Motley Fool 100 Index ETF

81 hedge funds and large institutions have $82.9M invested in Motley Fool 100 Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

29% more capital invested

Capital invested by funds: $64.3M → $82.9M (+$18.7M)

17% more funds holding

Funds holding: 6981 (+12)

2.62% more ownership

Funds ownership: 12.98%15.6% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
27
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$613K -$50.7K -1,240 -7%
IGWM
27
ICA Group Wealth Management
Colorado
$519K +$56.6K +1,386 +12%
CAN
28
Cetera Advisor Networks
California
$508K -$383K -9,366 -42%
Stifel Financial
29
Stifel Financial
Missouri
$499K +$23.8K +583 +5%
PFS
30
Prospera Financial Services
Texas
$495K +$13.4K +327 +3%
LCGC
31
Legacy Capital Group California
California
$482K -$36.9K -903 -7%
AWS
32
Atria Wealth Solutions
New York
$474K +$492K +12,050 New
PWM
33
Perigon Wealth Management
California
$452K +$41 +1 +0%
SFA
34
Sequoia Financial Advisors
Ohio
$426K +$64.1K +1,570 +17%
Morgan Stanley
35
Morgan Stanley
New York
$366K +$179K +4,376 +89%
Creative Planning
36
Creative Planning
Kansas
$353K +$367K +8,984 New
LSIA
37
LaSalle St. Investment Advisors
Illinois
$348K +$408 +10 +0.1%
AFG
38
Atomi Financial Group
New York
$333K +$346K +8,463 New
CHP
39
Cable Hill Partners
Oregon
$326K
CA
40
Calton & Associates
Florida
$319K +$331K +8,115 New
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$311K +$93.8K +2,297 +41%
GFG
42
Goldstone Financial Group
Illinois
$289K -$9.39K -230 -3%
FTUS
43
Flow Traders U.S.
New York
$289K +$300K +7,343 New
GWS
44
Glassman Wealth Services
Virginia
$265K +$32.1K +787 +13%
AAP
45
Arax Advisory Partners
Colorado
$259K +$41 +1 +0%
Two Sigma Investments
46
Two Sigma Investments
New York
$255K +$266K +6,500 New
BW
47
Bison Wealth
Georgia
$255K +$41 +1 +0%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$250K -$1.02K -25 -0.4%
IFPG
49
Intrepid Financial Planning Group
Indiana
$249K +$30.6K +748 +13%
AWM
50
AE Wealth Management
Kansas
$249K -$7.92K -194 -3%

TMFC Hedge Fund Activity: Q3 2023 in Review

81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2023, worth a combined $82.9M — up 29% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TMFC positions and 6 closed out — a net gain of 12 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $7.61M. The largest seller was GeoWealth Management, exiting entirely with an estimated $3.36M sold.

  • 81 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $82.9M of Motley Fool 100 Index ETF stock for Q3 2023, up 29% quarter-over-quarter.
  • 18 funds opened new Motley Fool 100 Index ETF positions in Q3 2023 and 6 closed out, a net change of +12 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2023 was Portfolio Strategies, an estimated $7.61M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2023 was GeoWealth Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2023.