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Motley Fool Global Opportunities ETF

43 hedge funds and large institutions have $16.3M invested in Motley Fool Global Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

0.06% less ownership

Funds ownership: 4.51%4.45% (-0.06%)

3% less capital invested

Capital invested by funds: $16.8M → $16.3M (-$546K)

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
26
Key Financial Inc
Pennsylvania
$102K
BAM
27
Belpointe Asset Management
Nevada
$72K -$69.4K -2,785 -50%
UBS Group
28
UBS Group
Switzerland
$45.2K -$90.4K -3,628 -67%
EWA
29
EverSource Wealth Advisors
Alabama
$43.9K +$42.7K +1,713 New
AWM
30
Accel Wealth Management
Iowa
$40.5K
Wells Fargo
31
Wells Fargo
California
$36.7K
FA
32
Financial Avengers
California
$36.1K
WB
33
Webster Bank
Connecticut
$32.4K +$31.5K +1,264 New
SIC
34
SJS Investment Consulting
Ohio
$21.1K -$249 -10 -1%
PWMG
35
Prestige Wealth Management Group
New Jersey
$20.5K -$4.98K -200 -20%
HI
36
Harbour Investments
Wisconsin
$16.4K
PA
37
Parallel Advisors
California
$12K +$11.6K +466 New
CFD
38
Creative Financial Designs
Indiana
$11.9K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$8.59K -$64.4K -2,587 -89%
IA
40
IFP Advisors
Florida
$7.77K +$6.2K +249 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$1.6K -$199K -7,994 -11%
US Bancorp
42
US Bancorp
Minnesota
$1.03K
FGAM
43
Financial Gravity Asset Management
Texas
$219 +$213K +8,546 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
-$196K -8,546 Closed
MCC
45
Money Concepts Capital
Florida
-$165K -7,225 Closed
TWA
46
TCI Wealth Advisors
Arizona
-$49.4K -2,159 Closed
GWM
47
Geneos Wealth Management
Colorado
-$38.7K -1,689 Closed
GGI
48
Godsey & Gibb Inc
Virginia
-$1.8K -79 Closed

TMFG Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q1 2023, worth a combined $16.3M — down 3.2% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TMFG positions and 5 closed out — a net gain of 2 holders — while 2 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $815K. The largest seller was Jane Street, cutting an estimated $1.16M.

  • 43 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $16.3M of Motley Fool Global Opportunities ETF stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 7 funds opened new Motley Fool Global Opportunities ETF positions in Q1 2023 and 5 closed out, a net change of +2 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q1 2023 was Citadel Advisors, an estimated $815K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q1 2023 was Jane Street, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.