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Motley Fool 100 Index ETF

63 hedge funds and large institutions have $33M invested in Motley Fool 100 Index ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

15% more funds holding

Funds holding: 5563 (+8)

13% less capital invested

Capital invested by funds: $38M → $33M (-$4.99M)

23.72% less ownership

Funds ownership: 33%9.27% (-24%)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
14
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.1M -$4.23M -134,096 -29%
PS
2
Portfolio Strategies
New York
$2.76M -$55.2K -1,748 -2%
CAGAS
3
Capital Advisory Group Advisory Services
Minnesota
$2.66M -$127K -4,013 -4%
RFN
4
Redwood Financial Network
Ohio
$2.05M -$1.71K -54 -0.1%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.9M -$214K -6,788 -10%
WAM
6
Walker Asset Management
Missouri
$1.34M +$137K +4,346 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.27M +$50K +1,583 +4%
AAS
8
Ameritas Advisory Services
Nebraska
$797K +$1.58K +50 +0.2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$755K +$26.7K +847 +4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$724K +$1.42K +45 +0.2%
BA
11
Bridge Advisory
California
$688K -$148K -4,697 -17%
Wealthfront Advisers
12
Wealthfront Advisers
California
$632K +$47.2K +1,495 +8%
HighTower Advisors
13
HighTower Advisors
Illinois
$497K -$536K -16,981 -51%
Citadel Advisors
14
Citadel Advisors
Florida
$479K +$497K +15,732 New
CAN
15
Cetera Advisor Networks
California
$386K -$20.5K -649 -5%
PFS
16
Prospera Financial Services
Texas
$379K -$2.37K -75 -0.6%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$368K +$260K +8,241 New
Stifel Financial
18
Stifel Financial
Missouri
$355K -$23.8K -754 -6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$347K -$38.1K -1,207 -10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$333K -$318K -10,078 -48%
PWM
21
Perigon Wealth Management
California
$322K +$9.72K +308 +3%
GM
22
GeoWealth Management
Illinois
$321K +$333K +10,546 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$314K +$49.1K +1,556 +18%
LSIA
24
LaSalle St. Investment Advisors
Illinois
$310K +$322K +10,206 New
IGWM
25
ICA Group Wealth Management
Colorado
$303K +$314K +9,945 New

TMFC Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2022, worth a combined $33M — down 13% from $38M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TMFC positions and 4 closed out — a net gain of 9 holders — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $497K. The largest seller was LPL Financial, cutting an estimated $4.23M.

  • 63 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2022, up from 55 in Q3 2022.
  • Funds reported $33M of Motley Fool 100 Index ETF stock for Q4 2022, down 13% quarter-over-quarter.
  • 13 funds opened new Motley Fool 100 Index ETF positions in Q4 2022 and 4 closed out, a net change of +9 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q4 2022 was Citadel Advisors, an estimated $497K added.
  • The largest Motley Fool 100 Index ETF seller in Q4 2022 was LPL Financial, an estimated $4.23M sold.

Based on aggregated 13F filings for Q4 2022.