Motley Fool 100 Index ETF
TMFC
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.
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: 69 → 81 (+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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$7.61M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$4.47M |
| 3 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
+$2.05M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.43M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$3.36M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$860K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$383K |
| 4 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$129K |
| 5 |
FA
Fiduciary Alliance
Greenville,
South Carolina
|
-$126K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTA
76
Colonial Trust Advisors
Spartanburg,
South Carolina
| $4.91K | – | – | – |
|
|
AF
77
Allworth Financial
Folsom,
California
| $3.93K | – | – | – |
|
|
BCMLT
78
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $2.53K | – | – | – |
|
79
Bank of America
Charlotte,
North Carolina
| $1.97K | – | – | – |
|
|
KFI
80
Key Financial Inc
West Chester,
Pennsylvania
| $590 | – | – | – |
|
|
CTWM
81
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $158 | +$163 | +4 | New |
|
|
HNB
82
Huntington National Bank
Columbus,
Ohio
| $39 | – | – | – |
|
|
GM
83
GeoWealth Management
Chicago,
Illinois
| – | -$3.36M | -82,423 | Closed |
|
|
KAS
84
Kestra Advisory Services
Austin,
Texas
| – | -$860K | -21,106 | Closed |
|
|
FA
85
Fiduciary Alliance
Greenville,
South Carolina
| – | -$126K | -3,094 | Closed |
|
86
Wells Fargo
San Francisco,
California
| – | -$57.7K | -1,416 | Closed |
|
87
JP Morgan Chase
New York
| – | -$8.15K | -200 | Closed |
|
|
TWC
88
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$7.78K | -191 | Closed |
|
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.