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Motley Fool 100 Index ETF

55 hedge funds and large institutions have $38M invested in Motley Fool 100 Index ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

1.32% less ownership

Funds ownership: 34.32%33% (-1.3%)

5% less funds holding

Funds holding: 5855 (-3)

8% less capital invested

Capital invested by funds: $41.3M → $38M (-$3.27M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$14.3M -$434K -12,647 -3%
CAGAS
2
Capital Advisory Group Advisory Services
Minnesota
$2.81M -$567K -16,541 -15%
PS
3
Portfolio Strategies
New York
$2.81M -$122K -3,552 -4%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.12M -$135K -3,931 -5%
RFN
5
Redwood Financial Network
Ohio
$2.07M -$5.97K -174 -0.3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.23M -$35.7K -1,040 -3%
WAM
7
Walker Asset Management
Missouri
$1.22M +$379K +11,049 +39%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.02M +$696K +20,287 +156%
BA
9
Bridge Advisory
California
$838K -$23.9K -697 -2%
AAS
10
Ameritas Advisory Services
Nebraska
$802K -$35K -1,021 -4%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$735K +$17.7K +515 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$729K -$60.1K -1,751 -7%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$646K +$222K +6,468 +44%
Wealthfront Advisers
14
Wealthfront Advisers
California
$592K +$101K +2,933 +18%
PAG
15
Private Advisor Group
New Jersey
$499K +$557K +16,241 New
CA
16
CoreCap Advisors
Michigan
$413K +$124K +3,617 +37%
CAN
17
Cetera Advisor Networks
California
$410K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$387K +$3.98K +116 +0.9%
PFS
19
Prospera Financial Services
Texas
$385K +$94.8K +2,763 +28%
Stifel Financial
20
Stifel Financial
Missouri
$382K +$19.7K +575 +5%
TCWM
21
Total Clarity Wealth Management
Illinois
$354K +$66.1K +1,928 +20%
PWM
22
Perigon Wealth Management
California
$315K
AWM
23
AE Wealth Management
Kansas
$310K -$892 -26 -0.3%
RJA
24
Raymond James & Associates
Florida
$279K -$17.2K -500 -5%
BW
25
Bison Wealth
Georgia
$275K -$105K -3,075 -26%

TMFC Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2022, worth a combined $38M — down 7.9% from $41.3M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TMFC and 3 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was HighTower Advisors, adding an estimated $696K. The largest seller was Citadel Advisors, exiting entirely with an estimated $791K sold.

  • 55 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2022, down from 58 in Q2 2022.
  • Funds reported $38M of Motley Fool 100 Index ETF stock for Q3 2022, down 7.9% quarter-over-quarter.
  • 3 funds opened new Motley Fool 100 Index ETF positions in Q3 2022 and 6 closed out, a net change of -3 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2022 was HighTower Advisors, an estimated $696K added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2022 was Citadel Advisors, an estimated $791K sold.

Based on aggregated 13F filings for Q3 2022.