Motley Fool 100 Index ETF
TMFC
84 hedge funds and large institutions have $123M invested in Motley Fool 100 Index ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 12 closing their positions.
49% more capital invested
Capital invested by funds: $82.9M → $123M (+$40.2M)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
22% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 23
4% more funds holding
Funds holding: 81 → 84 (+3)
3.32% more ownership
Funds ownership: 15.6% → 18.91% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
+$23.1M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.6M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.27M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$943K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$934K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAG
MRA Advisory Group
Parsippany,
New Jersey
|
-$1.97M |
| 2 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$1.37M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.32M |
| 4 |
GS
GTS Securities
Miami,
Florida
|
-$769K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$751K |
TMFC Hedge Fund Activity: Q4 2023 in Review
84 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q4 2023, worth a combined $123M — up 49% from $82.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TMFC positions and 12 closed out — a net gain of 3 holders — while 28 added to existing stakes and 23 trimmed.
The largest buyer was Amplius Wealth Advisors, opening a new position worth an estimated $23.1M. The largest seller was MRA Advisory Group, exiting entirely with an estimated $1.97M sold.
- 84 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q4 2023, up from 81 in Q3 2023.
- Funds reported $123M of Motley Fool 100 Index ETF stock for Q4 2023, up 49% quarter-over-quarter.
- 15 funds opened new Motley Fool 100 Index ETF positions in Q4 2023 and 12 closed out, a net change of +3 holders.
- The largest Motley Fool 100 Index ETF buyer in Q4 2023 was Amplius Wealth Advisors, an estimated $23.1M added.
- The largest Motley Fool 100 Index ETF seller in Q4 2023 was MRA Advisory Group, an estimated $1.97M sold.
Based on aggregated 13F filings for Q4 2023.