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Motley Fool 100 Index ETF
TMFC

90 hedge funds and large institutions have $182M invested in Motley Fool 100 Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $164M → $182M (+$18.5M)

0.36% less ownership

Funds ownership: 21.42% → 21.06% (-0.36%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 93 → 90 (-3)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
10
Increased
25
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MA
Mutual Advisors
Nebraska
+$5.06M
2
Wells Fargo
Wells Fargo
California
+$2.06M
3
SFG
Synergy Financial Group
California
+$1.21M
4
BFG
Berger Financial Group
Minnesota
+$1.06M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$935K

Top Sellers

Rank Fund Capital Flow
1
FIA
Foundations Investment Advisors
Arizona
-$6.21M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$4.5M
3
NA
NewEdge Advisors
Louisiana
-$2.16M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.18M
5
MML Investors Services
MML Investors Services
Massachusetts
-$798K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$34.1M -$4.5M -89,240 -12%
LPL Financial
2
LPL Financial
California
$28.1M +$863K +17,127 +3%
PS
3
Portfolio Strategies
New York
$22.9M -$40.1K -795 -0.2%
ECA
4
Elevation Capital Advisory
Oregon
$9.69M +$9.07M +179,967 New
RJA
5
Raymond James & Associates
Florida
$9.49M -$164K -3,262 -2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$6.91M +$448K +8,898 +7%
Wells Fargo
7
Wells Fargo
California
$6.52M +$2.06M +40,953 +51%
MA
8
Mutual Advisors
Nebraska
$6.36M +$5.06M +100,463 +502%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.71M +$860K +17,080 +19%
CAGAS
10
Capital Advisory Group Advisory Services
Minnesota
$5.02M +$352K +6,993 +8%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.62M +$935K +18,559 +28%
RFN
12
Redwood Financial Network
Ohio
$3.19M -$71.8K -1,425 -2%
WAM
13
Walker Asset Management
Missouri
$2.83M +$49.2K +977 +2%
Wealthfront Advisers
14
Wealthfront Advisers
California
$2.7M +$285K +5,665 +13%
VWA
15
Visionary Wealth Advisors
Illinois
$2.58M +$691K +13,713 +40%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.22M +$504K +9,995 +32%
PAG
17
Private Advisor Group
New Jersey
$2.06M -$37.9K -753 -2%
AWS
18
Atria Wealth Solutions
New York
$2.04M +$486K +9,650 +34%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.77M -$1.18M -23,502 -42%
AWE
20
Avidian Wealth Enterprises
Texas
$1.51M – – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.3M +$170K +3,366 +16%
SFG
22
Synergy Financial Group
California
$1.29M +$1.21M +24,059 New
BFG
23
Berger Financial Group
Minnesota
$1.13M +$1.06M +21,041 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$959K -$49.1K -974 -25%
DC
25
Davenport & Co
Virginia
$926K – – –
1
2 3 4 5

TMFC Hedge Fund Activity: Q2 2024 in Review

90 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q2 2024, worth a combined $182M — up 11% from $164M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TMFC and 10 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 25 added.

The largest buyer was Mutual Advisors, adding an estimated $5.06M. The largest seller was Foundations Investment Advisors, cutting an estimated $6.21M.

  • 90 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q2 2024, down from 93 in Q1 2024.
  • Funds reported $182M of Motley Fool 100 Index ETF stock for Q2 2024, up 11% quarter-over-quarter.
  • 10 funds opened new Motley Fool 100 Index ETF positions in Q2 2024 and 11 closed out, a net change of -1 holder.
  • The largest Motley Fool 100 Index ETF buyer in Q2 2024 was Mutual Advisors, an estimated $5.06M added.
  • The largest Motley Fool 100 Index ETF seller in Q2 2024 was Foundations Investment Advisors, an estimated $6.21M sold.

Based on aggregated 13F filings for Q2 2024.