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Motley Fool Capital Efficiency 100 Index ETF

17 hedge funds and large institutions have $7.45M invested in Motley Fool Capital Efficiency 100 Index ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
1
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.58M 61,901 -7,297 -11%
GS
2
GTS Securities
New York
$1.47M 57,475 +57,475 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.42M 55,573 +55,573 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$615K 24,038 -1,448 -6%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$583K 22,774 +22,774 New
Osaic Holdings
6
Osaic Holdings
Arizona
$529K 20,652 -4,131 -17%
Goldman Sachs
7
Goldman Sachs
New York
$393K 15,343
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$264K 10,333 +10,333 New
SCA
9
Snowden Capital Advisors
New York
$240K 9,373 -3,275 -26%
UBS Group
10
UBS Group
Switzerland
$164K 6,403 +6,403 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$95.7K 3,740
HI
12
Harbour Investments
Wisconsin
$50.9K 1,989 +71 +4%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$23K 1,000
SWM
14
Spire Wealth Management
Virginia
$5.63K 220 +220 New
RMP
15
Richards, Merrill & Peterson
Washington
$5.12K 200
HNB
16
Huntington National Bank
Ohio
Morgan Stanley
17
Morgan Stanley
New York
$26 1
Wells Fargo
18
Wells Fargo
California
$19 1 +1 New
IA
19
IFP Advisors
Florida
-4,168 Closed
CJ
20
Caitlin John
Michigan
-650 Closed
LFG
21
Larson Financial Group
Missouri
-400 Closed
SAM
22
Synergy Asset Management
Washington
-66 Closed
CFGS
23
Concourse Financial Group Securities
Alabama