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Motley Fool 100 Index ETF

108 hedge funds and large institutions have $223M invested in Motley Fool 100 Index ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

27.36% more ownership

Funds ownership: 21.06%48.42% (+27%)

23% more capital invested

Capital invested by funds: $182M → $223M (+$41.1M)

20% more funds holding

Funds holding: 90108 (+18)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
108
Holders Change
+18
Holders Change %
+20%
% of All Funds
1.55%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
25
Increased
41
Reduced
19
Closed
6
Calls
$62K
Puts
Net Calls
+$62K
Net Calls Change
+$62K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Amplius Wealth Advisors
Pennsylvania
$41.7M +$5.81M +107,287 +17%
LPL Financial
2
LPL Financial
California
$30.5M +$1.11M +20,420 +4%
PS
3
Portfolio Strategies
New York
$23.5M -$412K -7,602 -2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.3M +$8.06M +148,780 +140%
ECA
5
Elevation Capital Advisory
Oregon
$11.7M +$1.49M +27,455 +15%
GM
6
GeoWealth Management
Illinois
$10.1M +$9.48M +174,948 +3,672%
RJA
7
Raymond James & Associates
Florida
$9.89M -$29.8K -550 -0.3%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$8.79M +$1.51M +27,937 +22%
Wells Fargo
9
Wells Fargo
California
$8.61M +$1.73M +31,896 +26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.88M +$1.01M +18,614 +22%
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$5.04M -$196K -3,624 -4%
RFN
12
Redwood Financial Network
Ohio
$3.33M -$379 -7 -0%
WAM
13
Walker Asset Management
Missouri
$3.02M +$58.2K +1,073 +2%
Wealthfront Advisers
14
Wealthfront Advisers
California
$2.77M -$50.6K -934 -2%
GS
15
GTS Securities
New York
$2.71M +$2.36M +43,581 +941%
VWA
16
Visionary Wealth Advisors
Illinois
$2.35M -$334K -6,154 -13%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$2.33M +$7.91K +146 +0.4%
AWS
18
Atria Wealth Solutions
New York
$2.32M +$174K +3,208 +8%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.3M +$440K +8,125 +25%
PAG
20
Private Advisor Group
New Jersey
$1.83M -$310K -5,729 -15%
P
21
&Partners
Tennessee
$1.69M +$1.63M +30,087 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.61M +$246K +4,548 +19%
AWE
23
Avidian Wealth Enterprises
Texas
$1.57M
SFG
24
Synergy Financial Group
California
$1.5M +$144K +2,662 +11%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$1.15M -$9K -166 -6%

TMFC Hedge Fund Activity: Q3 2024 in Review

108 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Motley Fool 100 Index ETF (TMFC) for Q3 2024, worth a combined $223M — up 23% from $182M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TMFC positions and 6 closed out — a net gain of 19 holders — while 41 added to existing stakes and 19 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $268M. The largest seller was Mutual Advisors, cutting an estimated $5.57M.

  • 108 institutional investors held Motley Fool 100 Index ETF (TMFC) as of Q3 2024, up from 90 in Q2 2024.
  • Funds reported $223M of Motley Fool 100 Index ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 25 funds opened new Motley Fool 100 Index ETF positions in Q3 2024 and 6 closed out, a net change of +19 holders.
  • The largest Motley Fool 100 Index ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $268M added.
  • The largest Motley Fool 100 Index ETF seller in Q3 2024 was Mutual Advisors, an estimated $5.57M sold.

Based on aggregated 13F filings for Q3 2024.