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Motley Fool 100 Index ETF

45 hedge funds and large institutions have $46.6M invested in Motley Fool 100 Index ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 4

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

47% more capital invested

Capital invested by funds: $31.6M → $46.6M (+$14.9M)

10% more funds holding

Funds holding: 4145 (+4)

5.92% more ownership

Funds ownership: 29.23%35.15% (+5.9%)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.7M +$4.45M +133,414 +67%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.59M +$670K +20,091 +9%
CPA
3
Clear Perspective Advisors
Illinois
$6.38M +$2.54M +76,205 +73%
PS
4
Portfolio Strategies
New York
$3.46M -$160K -4,801 -5%
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$2.84M +$180K +5,386 +7%
CA
6
Cetera Advisors
Colorado
$2.81M +$398K +11,938 +18%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.18M -$88.9K -2,668 -7%
CA
8
Calton & Associates
Florida
$1.11M +$88.8K +2,663 +9%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$957K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$769K +$52.3K +1,568 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$735K -$76K -2,280 -10%
FEM
12
Fulcrum Equity Management
Texas
$714K +$371K +11,125 +122%
PFS
13
Prospera Financial Services
Texas
$514K +$485K +14,555 New
Creative Planning
14
Creative Planning
Kansas
$423K +$24.1K +722 +6%
CAN
15
Cetera Advisor Networks
California
$419K +$28K +840 +8%
RJA
16
Raymond James & Associates
Florida
$409K +$2.6K +78 +0.7%
HighTower Advisors
17
HighTower Advisors
Illinois
$403K +$149K +4,470 +64%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$318K +$78.6K +2,357 +35%
CHP
19
Cable Hill Partners
Oregon
$293K
AWM
20
AE Wealth Management
Kansas
$269K +$253K +7,603 New
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$261K +$4.17K +125 +2%
MCM
22
Marathon Capital Management
Maryland
$252K -$2.33K -70 -1%
KWM
23
Kingsview Wealth Management
Oregon
$252K +$238K +7,136 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$241K +$227K +6,818 New
GWS
25
Glassman Wealth Services
Virginia
$213K +$833 +25 +0.4%

TMFC Hedge Fund Activity: Q4 2020 in Review

45 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2020, worth a combined $46.6M — up 47% from $31.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TMFC positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.45M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $2.54M sold.

  • 45 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2020, up from 41 in Q3 2020.
  • Funds reported $46.6M of Motley Fool 100 Index ETF stock for Q4 2020, up 47% quarter-over-quarter.
  • 11 funds opened new Motley Fool 100 Index ETF positions in Q4 2020 and 7 closed out, a net change of +4 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2020 was LPL Financial, an estimated $4.45M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2020 was Flow Traders U.S., an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2020.