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Motley Fool 100 Index ETF

36 hedge funds and large institutions have $19.4M invested in Motley Fool 100 Index ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

43% more capital invested

Capital invested by funds: $13.6M → $19.4M (+$5.81M)

16% more funds holding

Funds holding: 3136 (+5)

2.06% more ownership

Funds ownership: 16.45%18.51% (+2.1%)

Holders
36
Holders Change
+5
Holders Change %
+16.13%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
8
Reduced
4
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$5.03M +$3.78M +147,076 +451%
LPL Financial
2
LPL Financial
California
$2.83M +$919K +35,728 +55%
PS
3
Portfolio Strategies
New York
$2.04M -$81K -3,150 -4%
CAGAS
4
Capital Advisory Group Advisory Services
Minnesota
$1.75M +$1.61M +62,595 New
CPA
5
Clear Perspective Advisors
Illinois
$1.09M +$1,000K +38,855 New
Osaic Holdings
6
Osaic Holdings
Arizona
$980K +$549K +21,351 +156%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$759K
CA
8
Calton & Associates
Florida
$696K +$639K +24,854 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$662K +$2.57K +100 +0.4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$607K +$28.1K +1,093 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$462K +$158K +6,124 +59%
PFS
12
Prospera Financial Services
Texas
$408K +$375K +14,570 New
GWS
13
Glassman Wealth Services
Virginia
$404K +$200K +7,763 +116%
Creative Planning
14
Creative Planning
Kansas
$287K
FEM
15
Fulcrum Equity Management
Texas
$249K +$228K +8,880 New
NCM
16
Niemann Capital Management
Nevada
$247K +$227K +8,806 New
CHP
17
Cable Hill Partners
Oregon
$232K +$214K +8,300 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$216K -$1.59K -62 -0.8%
CAN
19
Cetera Advisor Networks
California
$175K +$160K +6,235 New
Morgan Stanley
20
Morgan Stanley
New York
$62K -$15.6K -605 -21%
UBS Group
21
UBS Group
Switzerland
$53K +$46.5K +1,806 +1,806%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.4K
AF
23
Allworth Financial
California
$25K +$22.6K +880 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$25K +$23.2K +900 New
US Bancorp
25
US Bancorp
Minnesota
$21K

TMFC Hedge Fund Activity: Q2 2020 in Review

36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2020, worth a combined $19.4M — up 43% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TMFC positions and 9 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $3.78M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $4.13M sold.

  • 36 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2020, up from 31 in Q1 2020.
  • Funds reported $19.4M of Motley Fool 100 Index ETF stock for Q2 2020, up 43% quarter-over-quarter.
  • 14 funds opened new Motley Fool 100 Index ETF positions in Q2 2020 and 9 closed out, a net change of +5 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $3.78M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2020 was Janney Montgomery Scott, an estimated $4.13M sold.

Based on aggregated 13F filings for Q2 2020.