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Motley Fool 100 Index ETF
TMFC

90 hedge funds and large institutions have $182M invested in Motley Fool 100 Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $164M → $182M (+$18.5M)

0.36% less ownership

Funds ownership: 21.42% → 21.06% (-0.36%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 93 → 90 (-3)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
25
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
+$5.06M
2
Wells Fargo
Wells Fargo
California
+$2.06M
3
SFG
Synergy Financial Group
California
+$1.21M
4
BFG
Berger Financial Group
Minnesota
+$1.06M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$6.21M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$4.5M
3
NA
NewEdge Advisors
Louisiana
-$2.16M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
5
MML Investors Services
MML Investors Services
Massachusetts
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$881K -$32.7K -650 -4%
EH
27
Equitable Holdings
New York
$775K -$101K -2,000 -12%
Two Sigma Investments
28
Two Sigma Investments
New York
$770K – – –
Fidelity Investments
29
Fidelity Investments
Massachusetts
$755K +$208K +4,135 +42%
TAM
30
Titleist Asset Management
Texas
$731K +$343K +6,810 +100%
Stifel Financial
31
Stifel Financial
Missouri
$714K +$19.4K +386 +3%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$690K -$681K -13,511 -51%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$627K -$394K -7,823 -40%
Creative Planning
34
Creative Planning
Kansas
$625K -$365K -7,236 -38%
PWM
35
Perigon Wealth Management
California
$620K -$4.08K -81 -0.7%
SVWAG
36
Sound View Wealth Advisors Group
Georgia
$600K +$41K +814 +8%
PFS
37
Prospera Financial Services
Texas
$551K -$87.3K -1,733 -14%
AFG
38
Atomi Financial Group
New York
$531K +$34.1K +677 +7%
Morgan Stanley
39
Morgan Stanley
New York
$531K +$7.81K +155 +2%
CA
40
CoreCap Advisors
Michigan
$482K +$100K +1,985 +28%
CHP
41
Cable Hill Partners
Oregon
$447K +$418K +8,300 New
IFPG
42
Intrepid Financial Planning Group
Indiana
$379K +$4.68K +93 +1%
AAP
43
Arax Advisory Partners
Colorado
$334K +$3.83K +76 +1%
Marshall Wace
44
Marshall Wace
United Kingdom
$328K -$382K -7,574 -55%
GWS
45
Glassman Wealth Services
Virginia
$321K -$40K -793 -12%
HL
46
HeadInvest LLC
Maine
$320K -$10.1K -200 -3%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$285K – – –
GFG
48
Goldstone Financial Group
Illinois
$267K -$84.7K -1,682 -25%
MML Investors Services
49
MML Investors Services
Massachusetts
$265K -$798K -15,837 -76%
Empower Advisory Group
50
Empower Advisory Group
Colorado
$264K -$78.6K -1,561 -24%
1
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TMFC Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2024, worth a combined $182M — up 11% from $164M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TMFC and 10 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 25 added.

The largest buyer was Mutual Advisors, adding an estimated $5.06M. The largest seller was Foundations Investment Advisors, cutting an estimated $6.21M.

  • 90 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2024, down from 93 in Q1 2024.
  • Funds reported $182M of Motley Fool 100 Index ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Motley Fool 100 Index ETF positions in Q2 2024 and 11 closed out, a net change of -1 holder.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2024 was Mutual Advisors, an estimated $5.06M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2024 was Foundations Investment Advisors, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2024.