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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
HL
51
HeadInvest LLC
Maine
$245K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$241K +$251K +6,133 New
MCM
53
Marathon Capital Management
Maryland
$226K -$5.11K -125 -2%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$214K
Mariner
55
Mariner
Kansas
$209K -$6.13K -150 -3%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$204K +$6.37K +156 +3%
RFA
57
Resurgent Financial Advisors
Georgia
$122K
TLA
58
Tanglewood Legacy Advisors
Texas
$117K
Barclays
59
Barclays
United Kingdom
$63.1K
HCM
60
Hollencrest Capital Management
California
$59K
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$54.8K +$8.95K +219 +20%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54.6K
UBS Group
63
UBS Group
Switzerland
$53.3K +$42K +1,029 +314%
GRP
64
Global Retirement Partners
California
$48K
SIS
65
Strategic Investment Solutions
Illinois
$44.6K +$44.9K +1,100 New
TSWM
66
Tyler-Stone Wealth Management
Ohio
$33K
US Bancorp
67
US Bancorp
Minnesota
$29K
CFD
68
Creative Financial Designs
Indiana
$23.5K
IA
69
IFP Advisors
Florida
$14.7K
GWM
70
Geneos Wealth Management
Colorado
$13.8K +$14.3K +350 New
PA
71
Parallel Advisors
California
$10.5K -$6.74K -165 -38%
GIA
72
GHP Investment Advisors
Colorado
$10.1K
FAM
73
Flaharty Asset Management
Florida
$7.78K +$8.09K +198 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$6K
PAI
75
Pittenger & Anderson Inc
Nebraska
$5.89K

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.