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Motley Fool 100 Index ETF

67 hedge funds and large institutions have $80M invested in Motley Fool 100 Index ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more capital invested

Capital invested by funds: $66.7M → $80M (+$13.3M)

18% more funds holding

Funds holding: 5767 (+10)

3.7% more ownership

Funds ownership: 44.5%48.21% (+3.7%)

Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
29
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.5M +$2.99M +69,777 +17%
CPA
2
Clear Perspective Advisors
Illinois
$14.1M +$570K +13,289 +4%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$8.97M -$739K -17,228 -8%
CAGAS
4
Capital Advisory Group Advisory Services
Minnesota
$5.06M +$230K +5,365 +5%
PS
5
Portfolio Strategies
New York
$4.28M +$24.8K +579 +0.6%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.83M +$187K +4,347 +12%
AAS
7
Ameritas Advisory Services
Nebraska
$1.78M +$1.73M +40,338 New
ASN
8
Advisory Services Network
Georgia
$1.57M +$248K +5,784 +19%
WAM
9
Walker Asset Management
Missouri
$1.33M +$1.3M +30,231 New
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$1.2M
FTUS
11
Flow Traders U.S.
New York
$1.17M +$60.5K +1,409 +6%
HI
12
Harbour Investments
Wisconsin
$1.09M -$1.28M -29,859 -55%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.08M +$49.3K +1,148 +5%
DADC
14
D.A. Davidson & Co
Montana
$1.06M +$137K +3,185 +15%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$923K +$25.5K +594 +3%
CA
16
Cetera Advisors
Colorado
$799K +$3K +70 +0.4%
Jane Street
17
Jane Street
New York
$764K +$743K +17,308 New
BA
18
Bridge Advisory
California
$723K +$63.3K +1,476 +10%
CAN
19
Cetera Advisor Networks
California
$641K -$43.9K -1,023 -7%
BW
20
Bison Wealth
Georgia
$582K -$127K -2,959 -18%
HighTower Advisors
21
HighTower Advisors
Illinois
$574K +$64.4K +1,500 +13%
AWM
22
AE Wealth Management
Kansas
$552K -$32.4K -755 -6%
RJA
23
Raymond James & Associates
Florida
$530K +$86 +2 +0%
PFS
24
Prospera Financial Services
Texas
$511K -$3.65K -85 -0.7%
Stifel Financial
25
Stifel Financial
Missouri
$495K +$17.4K +405 +4%

TMFC Hedge Fund Activity: Q4 2021 in Review

67 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2021, worth a combined $80M — up 20% from $66.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TMFC positions and 3 closed out — a net gain of 11 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.99M. The largest seller was Harbour Investments, cutting an estimated $1.28M.

  • 67 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2021, up from 57 in Q3 2021.
  • Funds reported $80M of Motley Fool 100 Index ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 14 funds opened new Motley Fool 100 Index ETF positions in Q4 2021 and 3 closed out, a net change of +11 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2021 was LPL Financial, an estimated $2.99M added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2021 was Harbour Investments, an estimated $1.28M sold.

Based on aggregated 13F filings for Q4 2021.