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Motley Fool 100 Index ETF

121 hedge funds and large institutions have $1.56B invested in Motley Fool 100 Index ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more capital invested

Capital invested by funds: $223M → $1.56B (+$1.34B)

133% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 21

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

12% more funds holding

Funds holding: 108121 (+13)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23.86% less ownership

Funds ownership: 48.42%24.56% (-24%)

Holders
121
Holders Change
+13
Holders Change %
+12.04%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
49
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$213K +$209K +3,550 New
GFG
77
Goldstone Financial Group
Illinois
$206K -$21K -356 -9%
AAS
78
Avantax Advisory Services
Texas
$204K +$200K +3,393 New
Barclays
79
Barclays
United Kingdom
$204K
LIA
80
LBMC Investment Advisors
Tennessee
$202K +$198K +3,364 New
FWM
81
FLP Wealth Management
Arkansas
$178K +$174K +2,959 New
SPIA
82
Steward Partners Investment Advisory
New York
$158K -$9.02K -153 -6%
NA
83
NewEdge Advisors
Louisiana
$153K +$142K +2,408 +1,696%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$152K +$143K +2,430 +2,430%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$107K +$51.2K +869 +96%
HCM
86
Hollencrest Capital Management
California
$90.2K
JP Morgan Chase
87
JP Morgan Chase
New York
$89.9K -$86.9K -1,475 -50%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K
GRP
89
Global Retirement Partners
California
$81.2K +$295 +5 +0.4%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$66.1K
CIBC Private Wealth Group
91
CIBC Private Wealth Group
Georgia
$60.3K
LC
92
Lindbrook Capital
California
$53.7K +$30.6K +519 +139%
US Bancorp
93
US Bancorp
Minnesota
$44.4K
PA
94
Pineridge Advisors
Missouri
$39.3K +$1.53K +26 +4%
CFD
95
Creative Financial Designs
Indiana
$36K
SWM
96
Spire Wealth Management
Virginia
$32.6K +$118 +2 +0.4%
NB
97
NBT Bank
New York
$30.1K
NFSG
98
Newbridge Financial Services Group
Florida
$30.1K +$29.5K +500 New
AF
99
Allworth Financial
California
$24.7K -$7.37K -125 -24%
BCWM
100
Bartlett & Co Wealth Management
Ohio
$24K

TMFC Hedge Fund Activity: Q4 2024 in Review

121 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2024, worth a combined $1.56B — up 599% from $223M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TMFC positions and 13 closed out — a net gain of 16 holders — while 49 added to existing stakes and 21 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $9.95M. The largest seller was GTS Securities, exiting entirely with an estimated $2.71M sold.

  • 121 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2024, up from 108 in Q3 2024.
  • Funds reported $1.56B of Motley Fool 100 Index ETF stock for Q4 2024, up 599% quarter-over-quarter.
  • 29 funds opened new Motley Fool 100 Index ETF positions in Q4 2024 and 13 closed out, a net change of +16 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2024 was Royal Bank of Canada, an estimated $9.95M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2024 was GTS Securities, an estimated $2.71M sold.

Based on aggregated 13F filings for Q4 2024.