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Motley Fool 100 Index ETF

55 hedge funds and large institutions have $57.8M invested in Motley Fool 100 Index ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $50.9M → $57.8M (+$6.84M)

2% more funds holding

Funds holding: 5455 (+1)

0.77% more ownership

Funds ownership: 38.15%38.92% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$16.3M +$2.27M +60,285 +17%
CPA
2
Clear Perspective Advisors
Illinois
$9.13M +$1.14M +30,341 +15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.31M -$36.9K -978 -0.7%
CAGAS
4
Capital Advisory Group Advisory Services
Minnesota
$3.96M +$14.3K +378 +0.4%
PS
5
Portfolio Strategies
New York
$3.82M -$4.79K -127 -0.1%
HI
6
Harbour Investments
Wisconsin
$2M +$409K +10,830 +27%
ASN
7
Advisory Services Network
Georgia
$1.74M +$946K +25,084 +133%
AIC
8
Ameritas Investment Company
Nebraska
$1.49M -$84K -2,226 -6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.32M +$132K +3,491 +12%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.07M
RJFSA
11
Raymond James Financial Services Advisors
Florida
$923K -$40.7K -1,079 -4%
DADC
12
D.A. Davidson & Co
Montana
$842K +$175K +4,629 +28%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$810K -$39.8K -1,055 -5%
CA
14
Cetera Advisors
Colorado
$715K -$4.53K -120 -0.7%
BW
15
Bison Wealth
Georgia
$644K +$39.5K +1,048 +7%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$580K -$65K -1,723 -11%
PFS
17
Prospera Financial Services
Texas
$571K -$15.7K -416 -3%
CAN
18
Cetera Advisor Networks
California
$567K +$93.4K +2,476 +21%
BA
19
Bridge Advisory
California
$495K +$248K +6,572 +111%
AWM
20
AE Wealth Management
Kansas
$481K -$11.7K -310 -2%
RJA
21
Raymond James & Associates
Florida
$475K +$1.21K +32 +0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$454K +$2.98K +79 +0.7%
FFN
23
Focus Financial Network
Minnesota
$439K
Stifel Financial
24
Stifel Financial
Missouri
$399K +$65.1K +1,725 +21%
Creative Planning
25
Creative Planning
Kansas
$344K -$198K -5,235 -38%

TMFC Hedge Fund Activity: Q2 2021 in Review

55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2021, worth a combined $57.8M — up 13% from $50.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TMFC positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.27M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $3.06M sold.

  • 55 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2021, up from 54 in Q1 2021.
  • Funds reported $57.8M of Motley Fool 100 Index ETF stock for Q2 2021, up 13% quarter-over-quarter.
  • 7 funds opened new Motley Fool 100 Index ETF positions in Q2 2021 and 6 closed out, a net change of +1 holder.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2021 was LPL Financial, an estimated $2.27M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2021 was Flow Traders U.S., an estimated $3.06M sold.

Based on aggregated 13F filings for Q2 2021.