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Motley Fool 100 Index ETF

31 hedge funds and large institutions have $13.6M invested in Motley Fool 100 Index ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

34% more capital invested

Capital invested by funds: $10.2M → $13.6M (+$3.42M)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

7% more funds holding

Funds holding: 2931 (+2)

5.53% more ownership

Funds ownership: 10.92%16.45% (+5.5%)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
5
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$4.13M +$4.65M +187,465 New
PS
2
Portfolio Strategies
New York
$1.68M +$1.89M +76,132 New
LPL Financial
3
LPL Financial
California
$1.44M +$573K +23,107 +55%
Citadel Advisors
4
Citadel Advisors
Florida
$1.04M +$1.17M +47,346 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$719K +$188K +7,604 +30%
Jane Street
6
Jane Street
New York
$717K +$807K +32,578 New
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$597K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$518K -$157K -6,329 -21%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$453K +$510K +20,577 New
PCM
10
Penserra Capital Management
California
$401K +$386K +15,597 New
MIAN
11
Mariner Independent Advisor Network
Kansas
$352K +$396K +15,988 New
Osaic Holdings
12
Osaic Holdings
Arizona
$300K +$338K +13,649 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$228K +$257K +10,377 New
AIC
14
Ameritas Investment Company
Nebraska
$228K +$266K +10,728 New
Creative Planning
15
Creative Planning
Kansas
$226K -$29.7K -1,200 -10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$171K +$95.5K +3,855 +98%
GWS
17
Glassman Wealth Services
Virginia
$147K -$89.6K -3,615 -35%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$120K
Morgan Stanley
19
Morgan Stanley
New York
$62K -$45K -1,814 -39%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.6K
Fidelity Investments
21
Fidelity Investments
Massachusetts
$21K
US Bancorp
22
US Bancorp
Minnesota
$16K +$18.3K +738 New
OAJ
23
Ogorek Anthony Joseph
New York
$11K
IA
24
IFP Advisors
Florida
$9K +$2.48K +100 +33%
APA
25
American Portfolios Advisors
New York
$8.48K +$2.11K +85 +28%

TMFC Hedge Fund Activity: Q1 2020 in Review

31 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2020, worth a combined $13.6M — up 34% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TMFC positions and 8 closed out — a net gain of 4 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $4.65M. The largest seller was Cetera Advisors, exiting entirely with an estimated $4.33M sold.

  • 31 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2020, up from 29 in Q4 2019.
  • Funds reported $13.6M of Motley Fool 100 Index ETF stock for Q1 2020, up 34% quarter-over-quarter.
  • 12 funds opened new Motley Fool 100 Index ETF positions in Q1 2020 and 8 closed out, a net change of +4 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q1 2020 was Janney Montgomery Scott, an estimated $4.65M added.
  • The largest Motley Fool 100 Index ETF seller in Q1 2020 was Cetera Advisors, an estimated $4.33M sold.

Based on aggregated 13F filings for Q1 2020.