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Motley Fool 100 Index ETF
TMFC

84 hedge funds and large institutions have $127M invested in Motley Fool 100 Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $82.9M → $127M (+$43.7M)

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

4% more funds holding

Funds holding: 81 → 84 (+3)

3.38% more ownership

Funds ownership: 15.6% → 18.97% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
29
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$23.1M
2
LPL Financial
LPL Financial
California
+$2.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.27M
4
VWA
Visionary Wealth Advisors
Illinois
+$943K
5
FIA
Foundations Investment Advisors
Arizona
+$934K

Top Sellers

Rank Fund Capital Flow
1
MAG
MRA Advisory Group
New Jersey
-$1.97M
2
FEM
Fulcrum Equity Management
Texas
-$1.37M
3
HI
Harbour Investments
Wisconsin
-$1.32M
4
GS
GTS Securities
New York
-$769K
5
AAS
Ameritas Advisory Services
Nebraska
-$751K
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
26
Mutual Advisors
Nebraska
$754K +$707K +16,896 New
MML Investors Services
27
MML Investors Services
Massachusetts
$732K -$323K -7,731 -32%
IGWM
28
ICA Group Wealth Management
Colorado
$703K +$106K +2,525 +19%
HighTower Advisors
29
HighTower Advisors
Illinois
$697K +$2.34K +56 +0.4%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$647K +$349K +8,348 +136%
Two Sigma Investments
31
Two Sigma Investments
New York
$634K +$322K +7,700 +118%
PFS
32
Prospera Financial Services
Texas
$563K +$544 +13 +0.1%
Stifel Financial
33
Stifel Financial
Missouri
$559K -$7.03K -168 -1%
PWM
34
Perigon Wealth Management
California
$518K +$4.23K +101 +0.9%
CAN
35
Cetera Advisor Networks
California
$511K -$62.8K -1,502 -12%
AAS
36
Ameritas Advisory Services
Nebraska
$510K -$751K -17,941 -61%
SFA
37
Sequoia Financial Advisors
Ohio
$484K +$42 +1 +0%
FFN
38
Focus Financial Network
Minnesota
$474K +$444K +10,615 New
DC
39
Davenport & Co
Virginia
$424K +$398K +9,500 New
AFG
40
Atomi Financial Group
New York
$424K +$42.9K +1,026 +12%
Creative Planning
41
Creative Planning
Kansas
$402K +$377 +9 +0.1%
SVWAG
42
Sound View Wealth Advisors Group
Georgia
$368K +$14K +334 +4%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$322K +$35.5K +848 +13%
GWS
44
Glassman Wealth Services
Virginia
$302K +$335 +8 +0.1%
IFPG
45
Intrepid Financial Planning Group
Indiana
$297K +$13.8K +330 +5%
AAP
46
Arax Advisory Partners
Colorado
$294K +$42 +1 +0%
GFG
47
Goldstone Financial Group
Illinois
$288K -$38.2K -913 -12%
HL
48
HeadInvest LLC
Maine
$275K +$126 +3 +0%
Wells Fargo
49
Wells Fargo
California
$275K +$258K +6,163 New
BW
50
Bison Wealth
Georgia
$256K -$31.3K -748 -12%
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TMFC Hedge Fund Activity: Q4 2023 in Review

84 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2023, worth a combined $127M — up 53% from $82.9M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TMFC positions and 12 closed out — a net gain of 3 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $23.1M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $1.97M sold.

  • 84 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2023, up from 81 in Q3 2023.
  • Funds reported $127M of Motley Fool 100 Index ETF stock for Q4 2023, up 53% quarter-over-quarter.
  • 15 funds opened new Motley Fool 100 Index ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2023 was Amplius Wealth Advisors, an estimated $23.1M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2023 was MRA Advisory Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2023.