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Motley Fool Global Opportunities ETF

44 hedge funds and large institutions have $30.7M invested in Motley Fool Global Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $26.7M → $30.7M (+$4.01M)

5% more funds holding

Funds holding: 4244 (+2)

0.67% more ownership

Funds ownership: 7.52%8.2% (+0.67%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GFS
26
GYL Financial Synergies
Connecticut
$207K +$199K +7,432 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$146K
YAL
28
Your Advocates Ltd
Texas
$126K -$42.5K -1,591 -26%
BCM
29
Blume Capital Management
California
$111K
KFI
30
Key Financial Inc
Pennsylvania
$111K
CFD
31
Creative Financial Designs
Indiana
$62.6K +$2.25K +84 +4%
PS
32
Planned Solutions
California
$59.1K +$56.8K +2,123 New
FA
33
Financial Avengers
California
$41.4K +$2.06K +77 +5%
Bank of America
34
Bank of America
North Carolina
$38.5K +$37K +1,383 New
SA
35
Scarborough Advisors
Maryland
$36.7K +$35.3K +1,320 New
SIC
36
SJS Investment Consulting
Ohio
$22.9K
HI
37
Harbour Investments
Wisconsin
$17.8K
PA
38
Parallel Advisors
California
$13.7K +$695 +26 +6%
WB
39
Webster Bank
Connecticut
$9.43K -$24.7K -925 -73%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$9.32K
AF
41
Allworth Financial
California
$8.74K
US Bancorp
42
US Bancorp
Minnesota
$1.11K
DFA
43
DHJJ Financial Advisors
Illinois
$279
Wells Fargo
44
Wells Fargo
California
$25 +$27 +1 New
GS
45
GTS Securities
New York
-$1.74M -66,541 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$846K -32,341 Closed
APIM
47
Agate Pass Investment Management
Washington
-$262K -10,028 Closed
WWP
48
WR Wealth Planners
Missouri
-$126K -4,813 Closed
UBS Group
49
UBS Group
Switzerland
-$53.5K -2,047 Closed
GWM
50
Geneos Wealth Management
Colorado
-$44.2K -1,689 Closed

TMFG Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q4 2023, worth a combined $30.7M — up 15% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TMFG positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.87M. The largest seller was GTS Securities, exiting entirely with an estimated $1.74M sold.

  • 44 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $30.7M of Motley Fool Global Opportunities ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Motley Fool Global Opportunities ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q4 2023 was Jane Street, an estimated $2.87M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q4 2023 was GTS Securities, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2023.