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Motley Fool Capital Efficiency 100 Index ETF

27 hedge funds and large institutions have $12.4M invested in Motley Fool Capital Efficiency 100 Index ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3.29% less ownership

Funds ownership: 15.35%12.06% (-3.3%)

23% less capital invested

Capital invested by funds: $16.2M → $12.4M (-$3.77M)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.04M +$179K +6,280 +10%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.87M +$63.1K +2,220 +4%
Raymond James Financial
3
Raymond James Financial
Florida
$1.71M +$708K +24,914 +74%
SA
4
Sanctuary Advisors
Indiana
$1.12M -$427K -15,019 -28%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.03M +$1.01M +35,520 New
Osaic Holdings
6
Osaic Holdings
Arizona
$970K +$246K +8,640 +34%
SPC
7
Sigma Planning Corp
Michigan
$916K +$99.2K +3,491 +12%
GS
8
GTS Securities
New York
$792K -$287K -10,102 -27%
SGCA
9
Steel Grove Capital Advisors
Tennessee
$542K
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$344K -$130K -4,576 -28%
SCA
11
Snowden Capital Advisors
New York
$254K -$18.7K -658 -7%
GC
12
GatePass Capital
Ohio
$243K -$2.84K -100 -1%
Jane Street
13
Jane Street
New York
$221K +$216K +7,589 New
PS
14
Principal Securities
Iowa
$87.3K
HNB
15
Hilltop National Bank
Wyoming
$67.1K
HI
16
Harbour Investments
Wisconsin
$59.3K +$1.34K +47 +2%
NA
17
NewEdge Advisors
Louisiana
$42.3K +$41.3K +1,454 New
Fidelity Investments
18
Fidelity Investments
Massachusetts
$33.1K +$142 +5 +0.4%
CIBC Private Wealth Group
19
CIBC Private Wealth Group
Georgia
$29.1K
AssetMark Inc
20
AssetMark Inc
California
$20.5K
UBS Group
21
UBS Group
Switzerland
$17.9K +$17.5K +616 New
JFA
22
JNBA Financial Advisors
Minnesota
$7.89K
Morgan Stanley
23
Morgan Stanley
New York
$7.33K +$7.11K +250 +25,000%
SWM
24
Spire Wealth Management
Virginia
$6.41K
GSWM
25
Golden State Wealth Management
California
$3.26K +$3.18K +112 New