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Motley Fool 100 Index ETF

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: 45 (+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: 9390 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
76
Asset Dedication LLC
California
$17.1K +$16K +318 New
GWM
77
Geneos Wealth Management
Colorado
$14.8K -$3.78K -75 -21%
PA
78
Parallel Advisors
California
$14.4K
GIA
79
GHP Investment Advisors
Colorado
$13.5K
PS
80
Principal Securities
Iowa
$10.8K
WAG
81
Wiser Advisor Group
Arizona
$9.17K +$50 +1 +0.6%
PAI
82
Pittenger & Anderson Inc
Nebraska
$8.07K
NA
83
NewEdge Advisors
Louisiana
$7.32K -$2.16M -42,953 -100%
CTA
84
Colonial Trust Advisors
South Carolina
$6.74K
UBS Group
85
UBS Group
Switzerland
$6.73K -$43.1K -855 -87%
FCG
86
Financial Connections Group
California
$5K +$5.19K +103 New
Comerica Bank
87
Comerica Bank
Texas
$4.84K -$655 -13 -13%
Bank of America
88
Bank of America
North Carolina
$2.69K
JP Morgan Chase
89
JP Morgan Chase
New York
$1.4K
KFI
90
Key Financial Inc
Pennsylvania
$807
HNB
91
Huntington National Bank
Ohio
$54
KFGK
92
Keystone Financial Group (Kentucky)
Kentucky
-$424K -8,542 Closed
WAP
93
Wealthcare Advisory Partners
Pennsylvania
-$270K -5,450 Closed
Mariner
94
Mariner
Kansas
-$243K -4,896 Closed
LNC
95
Lincoln National Corp
Pennsylvania
-$204K -4,115 Closed
Goldman Sachs
96
Goldman Sachs
New York
-$201K -4,056 Closed
EWA
97
EP Wealth Advisors
California
-$103K -2,072 Closed
ACA
98
Aptus Capital Advisors
Alabama
-$9.92K -200 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
-$7K -143 Closed
BCMLT
100
Beacon Capital Management LLC (Tennessee)
Tennessee
-$3.08K -62 Closed

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.