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Motley Fool Global Opportunities ETF
TMFG

44 hedge funds and large institutions have $14.9M invested in Motley Fool Global Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 47 → 44 (-3)

15% less capital invested

Capital invested by funds: $17.5M → $14.9M (-$2.62M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GW
GW & Wade
Massachusetts
+$270K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$164K
3
GRP
Global Retirement Partners
California
+$141K
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.2K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$63K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.21M
2
Creative Planning
Creative Planning
Kansas
-$389K
3
APIM
Agate Pass Investment Management
Washington
-$292K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$215K
5
CAN
Cetera Advisor Networks
California
-$204K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$124K – – –
GI
27
Gradient Investments
Minnesota
$103K – – –
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$90K -$19.9K -806 -17%
BCM
29
Blume Capital Management
California
$89K -$148K -6,000 -60%
KFI
30
Key Financial Inc
Pennsylvania
$88K – – –
UBS Group
31
UBS Group
Switzerland
$82K +$53.5K +2,167 +142%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$65K – – –
TWA
33
TCI Wealth Advisors
Arizona
$48K – – –
Bank of America
34
Bank of America
North Carolina
$40K – – –
AWM
35
Accel Wealth Management
Iowa
$37K – – –
Wells Fargo
36
Wells Fargo
California
$32K -$7.41K -300 -17%
PWMG
37
Prestige Wealth Management Group
New Jersey
$32K – – –
FA
38
Financial Avengers
California
$31K – – –
PCTC
39
Perkins Coie Trust Company
Washington
$21K – – –
HI
40
Harbour Investments
Wisconsin
$15K – – –
BCMLT
41
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K +$14K +567 New
CFD
42
Creative Financial Designs
Indiana
$10K – – –
EI
43
Ellevest Inc
New York
$5K +$5.95K +241 New
US Bancorp
44
US Bancorp
Minnesota
$1K – – –
CAN
45
Cetera Advisor Networks
California
– -$204K -8,848 Closed
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
– -$35K -1,500 Closed
FA
47
Fortis Advisors
Pennsylvania
– -$29K -1,268 Closed
SWM
48
SeaCrest Wealth Management
New York
– -$23K -1,016 Closed
OCM
49
Orion Capital Management
California
– -$23K -1,000 Closed
GWMIA
50
Global Wealth Management Investment Advisory
Florida
– -$11K -474 Closed
1
2
3

TMFG Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q3 2022, worth a combined $14.9M — down 15% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMFG and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was GW & Wade, opening a new position worth an estimated $270K. The largest seller was Jane Street, cutting an estimated $1.21M.

  • 44 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $14.9M of Motley Fool Global Opportunities ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 4 funds opened new Motley Fool Global Opportunities ETF positions in Q3 2022 and 7 closed out, a net change of -3 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q3 2022 was GW & Wade, an estimated $270K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q3 2022 was Jane Street, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2022.