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Motley Fool 100 Index ETF

93 hedge funds and large institutions have $164M invested in Motley Fool 100 Index ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 10 closing their positions.

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
35
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
Calton & Associates
Florida
$285K +$285K +5,750 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$270K
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$263K +$4.96K +100 +2%
Mariner
54
Mariner
Kansas
$243K
MCM
55
Marathon Capital Management
Maryland
$221K -$29.8K -601 -12%
HI
56
Harbour Investments
Wisconsin
$218K +$14.7K +297 +7%
BW
57
Bison Wealth
Georgia
$215K -$70K -1,411 -25%
LNC
58
Lincoln National Corp
Pennsylvania
$204K +$204K +4,115 New
CA
59
Cetera Advisors
Colorado
$203K +$203K +4,098 New
Goldman Sachs
60
Goldman Sachs
New York
$201K +$201K +4,056 New
SPIA
61
Steward Partners Investment Advisory
New York
$118K +$118K +2,374 New
TLA
62
Tanglewood Legacy Advisors
Texas
$106K -$10.9K -220 -9%
EWA
63
EP Wealth Advisors
California
$103K +$103K +2,072 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$84.4K +$84.4K +1,700 New
Barclays
65
Barclays
United Kingdom
$80K
HCM
66
Hollencrest Capital Management
California
$74.4K
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69K
GRP
68
Global Retirement Partners
California
$66.7K +$6.45K +130 +11%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$54.8K
UBS Group
70
UBS Group
Switzerland
$48.6K +$48.6K +980 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$44.8K +$44.8K +903 New
TSWM
72
Tyler-Stone Wealth Management
Ohio
$41.5K
US Bancorp
73
US Bancorp
Minnesota
$36.6K
CFD
74
Creative Financial Designs
Indiana
$29.7K
NB
75
NBT Bank
New York
$24.8K