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Motley Fool Global Opportunities ETF

46 hedge funds and large institutions have $17.9M invested in Motley Fool Global Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

53% more funds holding

Funds holding: 3046 (+16)

5% less capital invested

Capital invested by funds: $18.8M → $17.9M (-$919K)

83% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 12

Holders
46
Holders Change
+16
Holders Change %
+53.33%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
2
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$147K -$47.8K -1,663 -25%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$142K -$11.5K -400 -8%
GI
28
Gradient Investments
Minnesota
$135K +$134K +4,647 New
Morgan Stanley
29
Morgan Stanley
New York
$98K
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$85K -$58.1K -2,021 -41%
TWA
31
TCI Wealth Advisors
Arizona
$63K +$62.1K +2,159 New
FA
32
Financial Avengers
California
$55K
Wells Fargo
33
Wells Fargo
California
$53K +$49.8K +1,732 +2,249%
Bank of America
34
Bank of America
North Carolina
$53K +$51.9K +1,807 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$50K +$49.1K +1,708 New
AWM
36
Accel Wealth Management
Iowa
$46K +$45.4K +1,581 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$44K +$43.1K +1,500 New
FA
38
Fortis Advisors
Pennsylvania
$37K
PCTC
39
Perkins Coie Trust Company
Washington
$36K +$35.4K +1,230 New
OCM
40
Orion Capital Management
California
$29K +$28.7K +1,000 New
NIC
41
Northwest Investment Counselors
Oregon
$15K -$17.2K -597 -53%
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$14K
CFD
43
Creative Financial Designs
Indiana
$13K +$13.3K +463 New
UBS Group
44
UBS Group
Switzerland
$12K -$185K -6,437 -94%
PFS
45
Prospera Financial Services
Texas
$9K +$8.88K +309 New
US Bancorp
46
US Bancorp
Minnesota
$1K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
-$274K -8,549 Closed
Osaic Holdings
48
Osaic Holdings
Arizona
-$225K -7,019 Closed
CA
49
CoreCap Advisors
Michigan
-$24K -737 Closed

TMFG Hedge Fund Activity: Q1 2022 in Review

46 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q1 2022, worth a combined $17.9M — down 4.9% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TMFG positions and 3 closed out — a net gain of 18 holders — while 2 added to existing stakes and 12 trimmed.

The largest buyer was Caprock Group, opening a new position worth an estimated $2.62M. The largest seller was Jane Street, cutting an estimated $3.86M.

  • 46 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q1 2022, up from 30 in Q4 2021.
  • Funds reported $17.9M of Motley Fool Global Opportunities ETF stock for Q1 2022, down 4.9% quarter-over-quarter.
  • 21 funds opened new Motley Fool Global Opportunities ETF positions in Q1 2022 and 3 closed out, a net change of +18 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q1 2022 was Caprock Group, an estimated $2.62M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q1 2022 was Jane Street, an estimated $3.86M sold.

Based on aggregated 13F filings for Q1 2022.