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Motley Fool Capital Efficiency 100 Index ETF

28 hedge funds and large institutions have $13.7M invested in Motley Fool Capital Efficiency 100 Index ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

4.1% less ownership

Funds ownership: 20.9%16.8% (-4.1%)

10% less funds holding

Funds holding: 3128 (-3)

30% less capital invested

Capital invested by funds: $19.6M → $13.7M (-$5.86M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1
SageGuard Financial Group
Tennessee
$5.29M -$3.17M -110,778 -36%
Raymond James Financial
2
Raymond James Financial
Florida
$1.7M +$43.8K +1,531 +3%
MCCP
3
Mission Creek Capital Partners
California
$1.46M +$348K +12,164 +29%
GS
4
GTS Securities
New York
$1.16M +$200K +6,989 +20%
Osaic Holdings
5
Osaic Holdings
Arizona
$827K -$71K -2,482 -8%
SGCA
6
Steel Grove Capital Advisors
Tennessee
$524K
Citadel Advisors
7
Citadel Advisors
Florida
$457K +$264K +9,245 +123%
Goldman Sachs
8
Goldman Sachs
New York
$427K +$448K +15,673 New
LPL Financial
9
LPL Financial
California
$293K +$42.7K +1,494 +16%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$271K -$57.1K -1,995 -17%
SCA
11
Snowden Capital Advisors
New York
$237K
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$236K +$248K +8,655 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$227K -$1.61M -56,270 -87%
GC
14
GatePass Capital
Ohio
$227K
UBS Group
15
UBS Group
Switzerland
$80.7K +$36.5K +1,275 +76%
NA
16
NewEdge Advisors
Louisiana
$75.5K +$3.35K +117 +4%
HI
17
Harbour Investments
Wisconsin
$70.5K +$2.26K +79 +3%
HNB
18
Hilltop National Bank
Wyoming
$62.7K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$35.9K +$5.09K +178 +16%
SIS
20
Sound Income Strategies
Florida
$21.1K
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$14.8K +$15.6K +544 New
AssetMark Inc
22
AssetMark Inc
California
$13.7K -$715 -25 -5%
Morgan Stanley
23
Morgan Stanley
New York
$6.85K +$29 +1 +0.4%
JFA
24
JNBA Financial Advisors
Minnesota
$6.4K -$1.06K -37 -14%
GSWM
25
Golden State Wealth Management
California
$3.05K