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Motley Fool 100 Index ETF

59 hedge funds and large institutions have $55.7M invested in Motley Fool 100 Index ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 17

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less funds holding

Funds holding: 6759 (-8)

11.95% less ownership

Funds ownership: 48.21%36.26% (-12%)

30% less capital invested

Capital invested by funds: $80M → $55.7M (-$24.3M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
59
Holders Change
-8
Holders Change %
-11.94%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
19
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.5M +$614K +15,429 +3%
CAGAS
2
Capital Advisory Group Advisory Services
Minnesota
$4.53M -$151K -3,786 -3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.03M -$4.16M -104,603 -51%
PS
4
Portfolio Strategies
New York
$3.95M -$10.8K -272 -0.3%
RFN
5
Redwood Financial Network
Ohio
$2.76M +$2.69M +67,512 New
Osaic Holdings
6
Osaic Holdings
Arizona
$1.7M +$4.3K +108 +0.3%
BA
7
Bridge Advisory
California
$1.15M +$465K +11,688 +71%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$1.11M
WAM
9
Walker Asset Management
Missouri
$1.06M -$172K -4,316 -14%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.03M +$169K +4,248 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.02M +$12.5K +315 +1%
Jane Street
12
Jane Street
New York
$864K +$152K +3,829 +22%
AAS
13
Ameritas Advisory Services
Nebraska
$802K -$825K -20,729 -51%
CA
14
Cetera Advisors
Colorado
$705K -$33.8K -849 -5%
DADC
15
D.A. Davidson & Co
Montana
$662K -$316K -7,928 -33%
BPA
16
Beacon Pointe Advisors
California
$645K +$628K +15,769 New
CAN
17
Cetera Advisor Networks
California
$577K -$15.9K -400 -3%
Wealthfront Advisers
18
Wealthfront Advisers
California
$575K +$145K +3,647 +35%
HighTower Advisors
19
HighTower Advisors
Illinois
$533K +$2.98K +75 +0.6%
PFS
20
Prospera Financial Services
Texas
$517K +$42.2K +1,059 +9%
Wells Fargo
21
Wells Fargo
California
$488K +$469K +11,771 +7,221%
BW
22
Bison Wealth
Georgia
$486K -$50.7K -1,275 -10%
Citadel Advisors
23
Citadel Advisors
Florida
$484K +$471K +11,841 New
Stifel Financial
24
Stifel Financial
Missouri
$465K +$6.09K +153 +1%
PWM
25
Perigon Wealth Management
California
$419K +$70.7K +1,775 +21%

TMFC Hedge Fund Activity: Q1 2022 in Review

59 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2022, worth a combined $55.7M — down 30% from $80M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TMFC and 7 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 19 added.

The largest buyer was Beacon Pointe Advisors, opening a new position worth an estimated $628K. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $4.16M.

  • 59 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2022, down from 67 in Q4 2021.
  • Funds reported $55.7M of Motley Fool 100 Index ETF stock for Q1 2022, down 30% quarter-over-quarter.
  • 7 funds opened new Motley Fool 100 Index ETF positions in Q1 2022 and 11 closed out, a net change of -4 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q1 2022 was Beacon Pointe Advisors, an estimated $628K added.
  • The largest Motley Fool 100 Index ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $4.16M sold.

Based on aggregated 13F filings for Q1 2022.