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Motley Fool 100 Index ETF

69 hedge funds and large institutions have $64.3M invested in Motley Fool 100 Index ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

48% more capital invested

Capital invested by funds: $43.5M → $64.3M (+$20.8M)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

10% more funds holding

Funds holding: 6369 (+6)

2.25% more ownership

Funds ownership: 10.73%12.98% (+2.3%)

Holders
69
Holders Change
+6
Holders Change %
+9.52%
% of All Funds
1.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
19
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.9M +$3.3M +88,371 +24%
RJA
2
Raymond James & Associates
Florida
$6.08M +$5.57M +149,332 New
PS
3
Portfolio Strategies
New York
$3.63M -$18.4K -492 -0.5%
CAGAS
4
Capital Advisory Group Advisory Services
Minnesota
$3.55M -$29.3K -786 -0.9%
GM
5
GeoWealth Management
Illinois
$3.36M +$38.8K +1,039 +1%
RFN
6
Redwood Financial Network
Ohio
$2.69M -$15K -403 -0.6%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.43M -$88.6K -2,374 -4%
WAM
8
Walker Asset Management
Missouri
$2M -$166K -4,450 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.7M +$597 +16 +0%
FEM
10
Fulcrum Equity Management
Texas
$1.5M +$1.37M +36,831 New
HI
11
Harbour Investments
Wisconsin
$1.47M +$1.32M +35,268 +3,919%
Wealthfront Advisers
12
Wealthfront Advisers
California
$1.18M +$251K +6,729 +30%
PAG
13
Private Advisor Group
New Jersey
$1.14M +$92.4K +2,476 +10%
AWE
14
Avidian Wealth Enterprises
Texas
$1.14M
RJFSA
15
Raymond James Financial Services Advisors
Florida
$955K -$63.2K -1,693 -7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$933K -$20.5K -550 -2%
CAN
17
Cetera Advisor Networks
California
$909K +$15K +402 +2%
KAS
18
Kestra Advisory Services
Texas
$860K +$377K +10,102 +92%
HighTower Advisors
19
HighTower Advisors
Illinois
$686K +$50.4K +1,350 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$577K +$91.8K +2,460 +21%
LCGC
21
Legacy Capital Group California
California
$537K +$492K +13,179 New
PFS
22
Prospera Financial Services
Texas
$500K +$10.9K +293 +2%
Stifel Financial
23
Stifel Financial
Missouri
$493K +$25.5K +684 +6%
IGWM
24
ICA Group Wealth Management
Colorado
$482K +$13.4K +360 +3%
PWM
25
Perigon Wealth Management
California
$469K +$43K +1,152 +11%

TMFC Hedge Fund Activity: Q2 2023 in Review

69 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2023, worth a combined $64.3M — up 48% from $43.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TMFC positions and 7 closed out — a net gain of 6 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $5.57M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $899K sold.

  • 69 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $64.3M of Motley Fool 100 Index ETF stock for Q2 2023, up 48% quarter-over-quarter.
  • 13 funds opened new Motley Fool 100 Index ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2023 was Raymond James & Associates, an estimated $5.57M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2023 was Ameritas Advisory Services, an estimated $899K sold.

Based on aggregated 13F filings for Q2 2023.