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Motley Fool 100 Index ETF

20 hedge funds and large institutions have $4.31M invested in Motley Fool 100 Index ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $3.41M → $4.31M (+$898K)

18% more funds holding

Funds holding: 1720 (+3)

2.06% more ownership

Funds ownership: 4.11%6.16% (+2.1%)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.04M +$470K +23,270 +72%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$661K +$717K +35,449 New
Jane Street
3
Jane Street
New York
$568K +$266K +13,154 +76%
LPL Financial
4
LPL Financial
California
$515K -$79.2K -3,917 -12%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$505K
FAIM
6
Financial Advocates Investment Management
Washington
$314K -$2.79K -138 -0.8%
Creative Planning
7
Creative Planning
Kansas
$200K -$67K -3,313 -24%
UBS Group
8
UBS Group
Switzerland
$160K +$174K +8,582 New
CHP
9
Cable Hill Partners
Oregon
$155K +$168K +8,300 New
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$102K
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$33K
AIC
12
Ameritas Investment Company
Nebraska
$19K +$20.2K +1,000 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$16K +$16.6K +822 +2,652%
IA
14
IFP Advisors
Florida
$6K
PA
15
Parallel Advisors
California
$4K
PA
16
Perennial Advisors
New York
$4K +$3.92K +194 New
PAI
17
Pittenger & Anderson Inc
Nebraska
$3K -$20.2K -1,000 -87%
MPWT
18
MassMutual Private Wealth & Trust
Connecticut
$1.98K -$2.14K -106 -50%
JP Morgan Chase
19
JP Morgan Chase
New York
$1K +$991 +49 New
AF
20
Allworth Financial
California
$1K +$1.52K +75 New
GWS
21
Glassman Wealth Services
Virginia
-$61K -2,735 Closed
Morgan Stanley
22
Morgan Stanley
New York
-$22K -1,000 Closed
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
-$22K -1,000 Closed
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
-$13K -600 Closed

TMFC Hedge Fund Activity: Q4 2018 in Review

20 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2018, worth a combined $4.31M — up 26% from $3.41M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TMFC positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $717K. The largest seller was LPL Financial, cutting an estimated $79.2K.

  • 20 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2018, up from 17 in Q3 2018.
  • Funds reported $4.31M of Motley Fool 100 Index ETF stock for Q4 2018, up 26% quarter-over-quarter.
  • 7 funds opened new Motley Fool 100 Index ETF positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2018 was Susquehanna International Group, an estimated $717K added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2018 was LPL Financial, an estimated $79.2K sold.

Based on aggregated 13F filings for Q4 2018.