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Motley Fool 100 Index ETF

108 hedge funds and large institutions have $223M invested in Motley Fool 100 Index ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

27.36% more ownership

Funds ownership: 21.06%48.42% (+27%)

23% more capital invested

Capital invested by funds: $182M → $223M (+$41.1M)

20% more funds holding

Funds holding: 90108 (+18)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
41
Reduced
19
Closed
6
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$61.6K
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$56.3K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$50.8K
US Bancorp
79
US Bancorp
Minnesota
$41.5K
PA
80
Pineridge Advisors
Missouri
$35.3K +$34K +628 New
CFD
81
Creative Financial Designs
Indiana
$33.7K
SWM
82
Spire Wealth Management
Virginia
$30.4K +$29.3K +540 New
AF
83
Allworth Financial
California
$29.5K +$6.78K +125 +31%
NB
84
NBT Bank
New York
$28.1K
AssetMark Inc
85
AssetMark Inc
California
$22.7K +$21.8K +403 New
BCWM
86
Bartlett & Co Wealth Management
Ohio
$22.5K +$21.7K +400 New
IA
87
IFP Advisors
Florida
$21.1K
LC
88
Lindbrook Capital
California
$21K +$20.3K +374 New
PS
89
Principal Securities
Iowa
$18K +$6.5K +120 +60%
ADL
90
Asset Dedication LLC
California
$17.9K
ACA
91
Aptus Capital Advisors
Alabama
$16.7K +$16.1K +297 New
PA
92
Parallel Advisors
California
$15.1K
GIA
93
GHP Investment Advisors
Colorado
$14.1K
WAG
94
Wiser Advisor Group
Arizona
$13.8K +$4.01K +74 +43%
UCI
95
Uncommon Cents Investing
Wisconsin
$11.3K +$10.8K +200 New
FAM
96
Flaharty Asset Management
Florida
$11.1K +$10.7K +198 New
CFB
97
Cullen/Frost Bankers
Texas
$10.1K +$9.76K +180 New
PAI
98
Pittenger & Anderson Inc
Nebraska
$8.44K
NA
99
NewEdge Advisors
Louisiana
$7.99K +$325 +6 +4%
ACA
100
American Capital Advisory
Idaho
$7.37K +$7.1K +131 New

TMFC Hedge Fund Activity: Q3 2024 in Review

108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2024, worth a combined $223M — up 23% from $182M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TMFC positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $268M. The largest seller was Mutual Advisors, cutting an estimated $5.57M.

  • 108 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $223M of Motley Fool 100 Index ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 25 funds opened new Motley Fool 100 Index ETF positions in Q3 2024 and 6 closed out, a net change of +19 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $268M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2024 was Mutual Advisors, an estimated $5.57M sold.

Based on aggregated 13F filings for Q3 2024.