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Motley Fool 100 Index ETF

121 hedge funds and large institutions have $1.56B invested in Motley Fool 100 Index ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more capital invested

Capital invested by funds: $223M → $1.56B (+$1.34B)

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

12% more funds holding

Funds holding: 108121 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23.86% less ownership

Funds ownership: 48.42%24.56% (-24%)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
49
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
26
Lloyd Advisory Services
Georgia
$1.84M +$1.8M +30,592 New
SAM
27
Synergy Asset Management
Washington
$1.83M +$1.81M +30,697 New
AWE
28
Avidian Wealth Enterprises
Texas
$1.69M +$6.48K +110 +0.4%
Goldman Sachs
29
Goldman Sachs
New York
$1.6M +$1.57M +26,632 New
RIS
30
Richmond Investment Services
Wisconsin
$1.49M +$1.47M +24,866 New
SOS
31
Silver Oak Securities
Tennessee
$1.4M +$1.36M +23,111 New
DC
32
Davenport & Co
Virginia
$1.31M +$153K +2,600 +14%
Creative Planning
33
Creative Planning
Kansas
$1.29M +$642K +10,889 +103%
EH
34
Equitable Holdings
New York
$1.23M +$359K +6,087 +42%
MA
35
Mutual Advisors
Nebraska
$1.14M +$84.9K +1,441 +8%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$1.12M +$137K +2,318 +14%
TAM
37
Titleist Asset Management
Texas
$1M +$111K +1,884 +13%
Stifel Financial
38
Stifel Financial
Missouri
$967K +$30.3K +514 +3%
SVWAG
39
Sound View Wealth Advisors Group
Georgia
$953K +$181K +3,076 +24%
Morgan Stanley
40
Morgan Stanley
New York
$914K +$97.6K +1,657 +12%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$907K -$86.3K -1,465 -9%
IFPG
42
Intrepid Financial Planning Group
Indiana
$858K +$344K +5,831 +69%
HighTower Advisors
43
HighTower Advisors
Illinois
$827K -$60.6K -1,028 -7%
CA
44
Calton & Associates
Florida
$728K +$100K +1,701 +16%
PWM
45
Perigon Wealth Management
California
$712K -$11.2K -190 -2%
PFS
46
Prospera Financial Services
Texas
$643K +$17.4K +295 +3%
KFGK
47
Keystone Financial Group (Kentucky)
Kentucky
$612K +$118 +2 +0%
CA
48
CoreCap Advisors
Michigan
$610K -$14.4K -245 -2%
AFG
49
Atomi Financial Group
New York
$609K -$15.8K -269 -3%
SA
50
Strategic Advocates
Utah
$504K +$494K +8,381 New

TMFC Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2024, worth a combined $1.56B — up 599% from $223M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TMFC positions and 13 closed out — a net gain of 16 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.95M. The largest seller was GTS Securities, exiting entirely with an estimated $2.71M sold.

  • 121 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $1.56B of Motley Fool 100 Index ETF stock for Q4 2024, up 599% quarter-over-quarter.
  • 29 funds opened new Motley Fool 100 Index ETF positions in Q4 2024 and 13 closed out, a net change of +16 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $9.95M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2024 was GTS Securities, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2024.