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Motley Fool Capital Efficiency 100 Index ETF

27 hedge funds and large institutions have $16.2M invested in Motley Fool Capital Efficiency 100 Index ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

112% more capital invested

Capital invested by funds: $7.66M → $16.2M (+$8.55M)

50% more funds holding

Funds holding: 1827 (+9)

4.77% more ownership

Funds ownership: 10.58%15.35% (+4.8%)

Holders
27
Holders Change
+9
Holders Change %
+50%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
4
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
1
Brookwood Investment Group
Arizona
$4.98M +$4.7M +177,007 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.79M +$47.4K +1,784 +3%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.74M +$170K +6,387 +11%
SA
4
Sanctuary Advisors
Indiana
$1.51M +$1.42M +53,493 New
GS
5
GTS Securities
New York
$1.05M -$536K -20,182 -35%
Raymond James Financial
6
Raymond James Financial
Florida
$949K +$895K +33,715 New
SPC
7
Sigma Planning Corp
Michigan
$787K +$743K +27,972 New
Osaic Holdings
8
Osaic Holdings
Arizona
$712K +$124K +4,653 +23%
SGCA
9
Steel Grove Capital Advisors
Tennessee
$542K +$511K +19,245 New
MML Investors Services
10
MML Investors Services
Massachusetts
$497K +$469K +17,657 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$461K +$161K +6,056 +59%
Citadel Advisors
12
Citadel Advisors
Florida
$355K +$335K +12,619 New
SCA
13
Snowden Capital Advisors
New York
$264K
GC
14
GatePass Capital
Ohio
$238K
PS
15
Principal Securities
Iowa
$84.5K +$79.6K +3,000 New
HNB
16
Hilltop National Bank
Wyoming
$64.9K +$61.2K +2,304 New
HI
17
Harbour Investments
Wisconsin
$56K
Fidelity Investments
18
Fidelity Investments
Massachusetts
$31.9K +$30.1K +1,134 New
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$28.1K
B
20
Birchbrook
Maine
$23.7K +$22.4K +842 New
AssetMark Inc
21
AssetMark Inc
California
$19.8K +$18.7K +704 New
JFA
22
JNBA Financial Advisors
Minnesota
$7.63K +$7.19K +271 New
SWM
23
Spire Wealth Management
Virginia
$6.19K
AIC
24
Archer Investment Corporation
Indiana
$2.81K +$2.65K +100 New
HNB
25
Huntington National Bank
Ohio
$1.89K