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Motley Fool Global Opportunities ETF
TMFG

43 hedge funds and large institutions have $27.9M invested in Motley Fool Global Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $16.3M → $27.9M (+$11.6M)

2.3% more ownership

Funds ownership: 4.45% → 6.76% (+2.3%)

0% more funds holding

Funds holding: 43 → 43 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
+$6.21M
2
LPL Financial
LPL Financial
California
+$2.1M
3
Jane Street
Jane Street
New York
+$965K
4
Creative Planning
Creative Planning
Kansas
+$378K
5
BBHC
Brown Brothers Harriman & Co
New York
+$222K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$981K
2
Citadel Advisors
Citadel Advisors
Florida
-$839K
3
Truist Financial
Truist Financial
North Carolina
-$221K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$217K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$181K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
26
WR Wealth Planners
Missouri
$129K +$124K +4,813 New
BCM
27
Blume Capital Management
California
$107K – – –
KFI
28
Key Financial Inc
Pennsylvania
$106K – – –
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$98.2K -$9.72K -378 -9%
UBS Group
30
UBS Group
Switzerland
$86.4K +$37.9K +1,472 +84%
CFD
31
Creative Financial Designs
Indiana
$53.1K +$39.2K +1,524 +329%
GWM
32
Geneos Wealth Management
Colorado
$45.1K +$43.4K +1,689 New
Wells Fargo
33
Wells Fargo
California
$38.2K – – –
FA
34
Financial Avengers
California
$37.7K – – –
WB
35
Webster Bank
Connecticut
$33.8K – – –
SIC
36
SJS Investment Consulting
Ohio
$22K – – –
RMA
37
Roffman Miller Associates
Pennsylvania
$19.2K +$18.4K +717 New
HI
38
Harbour Investments
Wisconsin
$17.1K – – –
PA
39
Parallel Advisors
California
$12.5K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$8.95K – – –
AF
41
Allworth Financial
California
$8.39K +$8.07K +314 New
US Bancorp
42
US Bancorp
Minnesota
$1.07K – – –
FGAM
43
Financial Gravity Asset Management
Texas
$228 – – –
Citadel Advisors
44
Citadel Advisors
Florida
– -$839K -32,707 Closed
Truist Financial
45
Truist Financial
North Carolina
– -$221K -8,617 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$217K -8,478 Closed
BAM
47
Belpointe Asset Management
Nevada
– -$72K -2,808 Closed
EWA
48
EverSource Wealth Advisors
Alabama
– -$43.9K -1,713 Closed
AWM
49
Accel Wealth Management
Iowa
– -$40.5K -1,581 Closed
PWMG
50
Prestige Wealth Management Group
New Jersey
– -$20.5K -800 Closed
1
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TMFG Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q2 2023, worth a combined $27.9M — up 71% from $16.3M a quarter earlier.

Fund positioning in TMFG was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $6.21M. The largest seller was Royal Bank of Canada, cutting an estimated $981K.

  • 43 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $27.9M of Motley Fool Global Opportunities ETF stock for Q2 2023, up 71% quarter-over-quarter.
  • 8 funds opened new Motley Fool Global Opportunities ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q2 2023 was Motley Fool Wealth Management, an estimated $6.21M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $981K sold.

Based on aggregated 13F filings for Q2 2023.