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Motley Fool 100 Index ETF

93 hedge funds and large institutions have $164M invested in Motley Fool 100 Index ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 13

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more capital invested

Capital invested by funds: $127M → $164M (+$36.9M)

11% more funds holding

Funds holding: 8493 (+9)

2.45% more ownership

Funds ownership: 18.97%21.42% (+2.4%)

Holders
93
Holders Change
+9
Holders Change %
+10.71%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
21
Increased
35
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$35.9M +$8.12M +171,149 +31%
LPL Financial
2
LPL Financial
California
$25M -$2.64M -55,720 -10%
PS
3
Portfolio Strategies
New York
$21.2M +$7.23M +152,359 +56%
RJA
4
Raymond James & Associates
Florida
$8.91M +$765K +16,123 +10%
FIA
5
Foundations Investment Advisors
Arizona
$6.32M -$202K -4,249 -3%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$5.93M +$2.57M +54,191 +83%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.41M +$674K +14,219 +19%
CAGAS
8
Capital Advisory Group Advisory Services
Minnesota
$4.28M +$68.8K +1,450 +2%
Wells Fargo
9
Wells Fargo
California
$3.98M +$3.51M +73,979 +1,200%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.34M +$1.11M +23,504 +54%
RFN
11
Redwood Financial Network
Ohio
$3.01M -$246K -5,177 -8%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.8M +$582K +12,263 +28%
WAM
13
Walker Asset Management
Missouri
$2.56M +$217K +4,584 +10%
Wealthfront Advisers
14
Wealthfront Advisers
California
$2.21M +$334K +7,042 +19%
NA
15
NewEdge Advisors
Louisiana
$2.14M +$2.01M +42,318 +5,489%
PAG
16
Private Advisor Group
New Jersey
$1.94M +$113K +2,390 +7%
VWA
17
Visionary Wealth Advisors
Illinois
$1.7M +$553K +11,656 +52%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.55M +$1.49M +31,318 New
AWS
19
Atria Wealth Solutions
New York
$1.4M +$333K +7,026 +33%
AWE
20
Avidian Wealth Enterprises
Texas
$1.39M
CAN
21
Cetera Advisor Networks
California
$1.35M +$749K +15,787 +138%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.31M +$186K +3,924 +18%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$1.17M +$89.3K +1,882 +92%
MML Investors Services
24
MML Investors Services
Massachusetts
$1.03M +$207K +4,370 +27%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.03M +$136K +2,878 +16%

TMFC Hedge Fund Activity: Q1 2024 in Review

93 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q1 2024, worth a combined $164M — up 29% from $127M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TMFC positions and 10 closed out — a net gain of 11 holders — while 35 added to existing stakes and 13 trimmed.

The largest buyer was Amplius Wealth Advisors, adding an estimated $8.12M. The largest seller was LaSalle St. Investment Advisors, exiting entirely with an estimated $3.46M sold.

  • 93 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q1 2024, up from 84 in Q4 2023.
  • Funds reported $164M of Motley Fool 100 Index ETF stock for Q1 2024, up 29% quarter-over-quarter.
  • 21 funds opened new Motley Fool 100 Index ETF positions in Q1 2024 and 10 closed out, a net change of +11 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q1 2024 was Amplius Wealth Advisors, an estimated $8.12M added.
  • The largest Motley Fool 100 Index ETF seller in Q1 2024 was LaSalle St. Investment Advisors, an estimated $3.46M sold.

Based on aggregated 13F filings for Q1 2024.