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Motley Fool 100 Index ETF
TMFC

90 hedge funds and large institutions have $182M invested in Motley Fool 100 Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $164M → $182M (+$18.5M)

0.36% less ownership

Funds ownership: 21.42% → 21.06% (-0.36%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 93 → 90 (-3)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
25
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
+$5.06M
2
Wells Fargo
Wells Fargo
California
+$2.06M
3
SFG
Synergy Financial Group
California
+$1.21M
4
BFG
Berger Financial Group
Minnesota
+$1.06M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$6.21M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$4.5M
3
NA
NewEdge Advisors
Louisiana
-$2.16M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
5
MML Investors Services
MML Investors Services
Massachusetts
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
GM
51
GeoWealth Management
Illinois
$256K +$240K +4,764 New
MCM
52
Marathon Capital Management
Maryland
$252K +$11.3K +225 +5%
GS
53
GTS Securities
New York
$249K +$233K +4,633 New
CA
54
Calton & Associates
Florida
$247K -$58.7K -1,165 -20%
HI
55
Harbour Investments
Wisconsin
$236K – – –
FIA
56
Foundations Investment Advisors
Arizona
$222K -$6.21M -123,248 -97%
BW
57
Bison Wealth
Georgia
$215K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$150K +$20.5K +407 +17%
GLR
59
Great Lakes Retirement
Ohio
$134K +$125K +2,487 New
TLA
60
Tanglewood Legacy Advisors
Texas
$115K – – –
IGWM
61
ICA Group Wealth Management
Colorado
$92.6K -$630K -12,507 -88%
Barclays
62
Barclays
United Kingdom
$86.4K – – –
HCM
63
Hollencrest Capital Management
California
$80.7K – – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.8K – – –
GRP
65
Global Retirement Partners
California
$72.4K – – –
IAIM
66
International Assets Investment Management
Florida
$64.5K +$60.4K +1,199 New
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$59.6K – – –
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$55.7K -$35.3K -700 -41%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$48.6K – – –
TSWM
70
Tyler-Stone Wealth Management
Ohio
$45K – – –
US Bancorp
71
US Bancorp
Minnesota
$39.7K – – –
CFD
72
Creative Financial Designs
Indiana
$32.2K – – –
NB
73
NBT Bank
New York
$26.9K – – –
AF
74
Allworth Financial
California
$21.5K – – –
IA
75
IFP Advisors
Florida
$20.2K – – –
1 2
3
4 5

TMFC Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2024, worth a combined $182M — up 11% from $164M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TMFC and 10 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 25 added.

The largest buyer was Mutual Advisors, adding an estimated $5.06M. The largest seller was Foundations Investment Advisors, cutting an estimated $6.21M.

  • 90 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2024, down from 93 in Q1 2024.
  • Funds reported $182M of Motley Fool 100 Index ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Motley Fool 100 Index ETF positions in Q2 2024 and 11 closed out, a net change of -1 holder.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2024 was Mutual Advisors, an estimated $5.06M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2024 was Foundations Investment Advisors, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2024.