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Motley Fool 100 Index ETF
TMFC

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.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

29% more capital invested

Capital invested by funds: $127M → $164M (+$36.9M)

11% more funds holding

Funds holding: 84 → 93 (+9)

2.45% more ownership

Funds ownership: 18.97% → 21.42% (+2.4%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.34%
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
–

Top Buyers

Rank Fund Capital Flow
1
AWA
Amplius Wealth Advisors
Pennsylvania
+$8.12M
2
PS
Portfolio Strategies
New York
+$7.23M
3
Wells Fargo
Wells Fargo
California
+$3.51M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.57M
5
NA
NewEdge Advisors
Louisiana
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
LSIA
LaSalle St. Investment Advisors
Illinois
-$3.46M
2
LPL Financial
LPL Financial
California
-$2.64M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.08M
4
Jane Street
Jane Street
New York
-$892K
5
AAS
Ameritas Advisory Services
Nebraska
-$510K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Calton & Associates
Florida
$285K +$273K +5,750 New
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$270K – – –
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$263K +$4.74K +100 +2%
Mariner
54
Mariner
Kansas
$243K – – –
MCM
55
Marathon Capital Management
Maryland
$221K -$28.5K -601 -12%
HI
56
Harbour Investments
Wisconsin
$218K +$14.1K +297 +7%
BW
57
Bison Wealth
Georgia
$215K -$66.9K -1,411 -25%
LNC
58
Lincoln National Corp
Pennsylvania
$204K +$195K +4,115 New
CA
59
Cetera Advisors
Colorado
$203K +$194K +4,098 New
Goldman Sachs
60
Goldman Sachs
New York
$201K +$192K +4,056 New
SPIA
61
Steward Partners Investment Advisory
New York
$118K +$113K +2,374 New
TLA
62
Tanglewood Legacy Advisors
Texas
$106K -$10.4K -220 -9%
EWA
63
EP Wealth Advisors
California
$103K +$98.3K +2,072 New
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$84.4K +$80.6K +1,700 New
Barclays
65
Barclays
United Kingdom
$79.7K – – –
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 +$6.17K +130 +11%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$54.8K – – –
UBS Group
70
UBS Group
Switzerland
$48.6K +$46.5K +980 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$44.8K +$42.8K +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 – – –
1 2
3
4 5

TMFC Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2024, worth a combined $164M — up 29% from $127M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TMFC positions and 10 closed out — a net gain of 11 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Amplius Wealth Advisors, adding an estimated $8.12M. The largest seller was LaSalle St. Investment Advisors, exiting entirely with an estimated $3.46M sold.

  • 93 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $164M of Motley Fool 100 Index ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 21 funds opened new Motley Fool 100 Index ETF positions in Q1 2024 and 10 closed out, a net change of +11 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $8.12M added.
  • The largest Motley Fool 100 Index ETF seller in Q1 2024 was LaSalle St. Investment Advisors, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2024.