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Motley Fool 100 Index ETF

81 hedge funds and large institutions have $82.9M invested in Motley Fool 100 Index ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

29% more capital invested

Capital invested by funds: $64.3M → $82.9M (+$18.7M)

17% more funds holding

Funds holding: 6981 (+12)

2.62% more ownership

Funds ownership: 12.98%15.6% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
81
Holders Change
+12
Holders Change %
+17.39%
% of All Funds
1.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
27
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$19.6M +$1.43M +34,905 +8%
PS
2
Portfolio Strategies
New York
$10.8M +$7.61M +186,376 +209%
RJA
3
Raymond James & Associates
Florida
$6.43M +$584K +14,290 +10%
FIA
4
Foundations Investment Advisors
Arizona
$4.3M +$4.47M +109,308 New
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$3.3M -$129K -3,150 -4%
RFN
6
Redwood Financial Network
Ohio
$2.59M +$858 +21 +0%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.47M +$131K +3,215 +5%
MAG
8
MRA Advisory Group
New Jersey
$1.97M +$2.05M +50,128 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.95M +$317K +7,749 +19%
WAM
10
Walker Asset Management
Missouri
$1.84M -$96.3K -2,358 -5%
HI
11
Harbour Investments
Wisconsin
$1.4M -$23.7K -580 -2%
FEM
12
Fulcrum Equity Management
Texas
$1.37M -$78.1K -1,912 -5%
PAG
13
Private Advisor Group
New Jersey
$1.35M +$263K +6,436 +23%
Wealthfront Advisers
14
Wealthfront Advisers
California
$1.32M +$185K +4,531 +16%
Citadel Advisors
15
Citadel Advisors
Florida
$1.21M +$1.26M +30,860 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.18M +$835K +20,439 +211%
AAS
17
Ameritas Advisory Services
Nebraska
$1.15M +$1.2M +29,356 New
AWE
18
Avidian Wealth Enterprises
Texas
$1.1M
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.1M +$184K +4,498 +19%
EH
20
Equitable Holdings
New York
$980K +$1.02M +24,933 New
MML Investors Services
21
MML Investors Services
Massachusetts
$948K +$985K +24,116 New
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$892K +$41.5K +1,015 +52%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$803K +$257K +6,286 +44%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$797K -$107K -2,625 -11%
GS
25
GTS Securities
New York
$769K +$800K +19,576 New

TMFC Hedge Fund Activity: Q3 2023 in Review

81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2023, worth a combined $82.9M — up 29% from $64.3M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TMFC positions and 6 closed out — a net gain of 12 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Portfolio Strategies, adding an estimated $7.61M. The largest seller was GeoWealth Management, exiting entirely with an estimated $3.36M sold.

  • 81 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2023, up from 69 in Q2 2023.
  • Funds reported $82.9M of Motley Fool 100 Index ETF stock for Q3 2023, up 29% quarter-over-quarter.
  • 18 funds opened new Motley Fool 100 Index ETF positions in Q3 2023 and 6 closed out, a net change of +12 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2023 was Portfolio Strategies, an estimated $7.61M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2023 was GeoWealth Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q3 2023.