We are live on ! Find out more
TMFG icon

Motley Fool Global Opportunities ETF

42 hedge funds and large institutions have $26.7M invested in Motley Fool Global Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 6.76%7.52% (+0.76%)

4% less capital invested

Capital invested by funds: $27.9M → $26.7M (-$1.15M)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$137K -$1.72K -64 -1%
WWP
27
WR Wealth Planners
Missouri
$126K
BCM
28
Blume Capital Management
California
$105K
KFI
29
Key Financial Inc
Pennsylvania
$104K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$72K -$393K -14,617 -84%
CFD
31
Creative Financial Designs
Indiana
$56.7K +$4.84K +180 +9%
UBS Group
32
UBS Group
Switzerland
$53.5K -$31.9K -1,187 -37%
GWM
33
Geneos Wealth Management
Colorado
$44.2K
FA
34
Financial Avengers
California
$36.9K
WB
35
Webster Bank
Connecticut
$33.1K
SIC
36
SJS Investment Consulting
Ohio
$21.6K
HI
37
Harbour Investments
Wisconsin
$16.8K
PA
38
Parallel Advisors
California
$12.2K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$8.76K
AF
40
Allworth Financial
California
$8.21K
US Bancorp
41
US Bancorp
Minnesota
$1.05K
DFA
42
DHJJ Financial Advisors
Illinois
$262 +$269 +10 New
Jane Street
43
Jane Street
New York
-$3.01M -112,603 Closed
DWP
44
Daymark Wealth Partners
Ohio
-$201K -7,542 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
-$98.2K -3,675 Closed
Wells Fargo
46
Wells Fargo
California
-$38.2K -1,432 Closed
RMA
47
Roffman Miller Associates
Pennsylvania
-$19.2K -717 Closed

TMFG Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q3 2023, worth a combined $26.7M — down 4.1% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TMFG and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.

The largest buyer was Financial Gravity Asset Management, adding an estimated $4.14M. The largest seller was Jane Street, exiting entirely with an estimated $3.01M sold.

  • 42 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q3 2023, down from 43 in Q2 2023.
  • Funds reported $26.7M of Motley Fool Global Opportunities ETF stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 4 funds opened new Motley Fool Global Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
  • The largest Motley Fool Global Opportunities ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $4.14M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q3 2023 was Jane Street, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2023.