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Motley Fool 100 Index ETF

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: 23 (+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: 6369 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.6K
GRP
52
Global Retirement Partners
California
$49.5K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$44.9K
TSWM
54
Tyler-Stone Wealth Management
Ohio
$34K +$31.2K +835 New
US Bancorp
55
US Bancorp
Minnesota
$30.1K
CFD
56
Creative Financial Designs
Indiana
$24.4K
PA
57
Parallel Advisors
California
$17.6K
IA
58
IFP Advisors
Florida
$15.3K +$14K +375 New
UBS Group
59
UBS Group
Switzerland
$13.4K +$12.2K +328 New
GIA
60
GHP Investment Advisors
Colorado
$10.1K
JP Morgan Chase
61
JP Morgan Chase
New York
$8.15K
TWC
62
TD Waterhouse Canada
Ontario, Canada
$7.78K
PAI
63
Pittenger & Anderson Inc
Nebraska
$6.11K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$6K -$13.7K -366 -72%
CTA
65
Colonial Trust Advisors
South Carolina
$5.09K +$4.66K +125 New
AF
66
Allworth Financial
California
$4.07K
BCMLT
67
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.53K
Bank of America
68
Bank of America
North Carolina
$2.04K
KFI
69
Key Financial Inc
Pennsylvania
$611
HNB
70
Huntington National Bank
Ohio
$41
AAS
71
Ameritas Advisory Services
Nebraska
-$899K -25,396 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
-$574K -16,198 Closed
IAIM
73
International Assets Investment Management
Florida
-$11.8K -334 Closed
GEA
74
Glen Eagle Advisors
New Jersey
-$2.98K -84 Closed
TWA
75
TCI Wealth Advisors
Arizona
-$532 -15 Closed

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.