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Motley Fool Global Opportunities ETF
TMFG

49 hedge funds and large institutions have $25M invested in Motley Fool Global Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

11% more funds holding

Funds holding: 44 → 49 (+5)

2.5% less ownership

Funds ownership: 8.2% → 5.7% (-2.5%)

19% less capital invested

Capital invested by funds: $30.7M → $25M (-$5.75M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
6
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GS
GTS Securities
New York
+$939K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$796K
3
Mariner
Mariner
Kansas
+$352K
4
BCI
Brinker Capital Investments
Pennsylvania
+$323K
5
OPS
Orion Portfolio Solutions
Nebraska
+$323K

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$7.01M
2
FGAM
Financial Gravity Asset Management
Texas
-$4.42M
3
Jane Street
Jane Street
New York
-$1.4M
4
OMC
Old Mission Capital
Illinois
-$717K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$450K
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
26
Patten Group
Tennessee
$228K +$216K +7,510 New
GFS
27
GYL Financial Synergies
Connecticut
$225K – – –
Fidelity Investments
28
Fidelity Investments
Massachusetts
$159K – – –
WWP
29
WR Wealth Planners
Missouri
$146K +$138K +4,813 New
YAL
30
Your Advocates Ltd
Texas
$137K – – –
BCM
31
Blume Capital Management
California
$121K – – –
KFI
32
Key Financial Inc
Pennsylvania
$120K – – –
ACA
33
Aptus Capital Advisors
Alabama
$120K +$114K +3,974 New
CFD
34
Creative Financial Designs
Indiana
$68.2K – – –
FA
35
Financial Avengers
California
$44.9K – – –
SA
36
Scarborough Advisors
Maryland
$40K – – –
CIBC Private Wealth Group
37
CIBC Private Wealth Group
Georgia
$29.7K +$28.2K +982 New
SIC
38
SJS Investment Consulting
Ohio
$25K – – –
Wells Fargo
39
Wells Fargo
California
$24.7K +$23.4K +814 +81,400%
AF
40
Allworth Financial
California
$24.1K +$13.8K +482 +154%
HI
41
Harbour Investments
Wisconsin
$19.4K – – –
PA
42
Parallel Advisors
California
$14.9K – – –
SAM
43
Smartleaf Asset Management
Massachusetts
$13.7K +$13K +453 New
CSC
44
Caldwell Sutter Capital
California
$10.9K +$10.3K +358 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$10.2K +$9.64K +336 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$10.2K – – –
US Bancorp
47
US Bancorp
Minnesota
$6.49K +$4.99K +174 +435%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.28K +184 New
DFA
49
DHJJ Financial Advisors
Illinois
$304 – – –
MFWM
50
Motley Fool Wealth Management
Virginia
– -$7.01M -254,556 Closed
1
2
3

TMFG Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q1 2024, worth a combined $25M — down 19% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TMFG positions and 7 closed out — a net gain of 7 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $939K. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $7.01M sold.

  • 49 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $25M of Motley Fool Global Opportunities ETF stock for Q1 2024, down 19% quarter-over-quarter.
  • 14 funds opened new Motley Fool Global Opportunities ETF positions in Q1 2024 and 7 closed out, a net change of +7 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q1 2024 was GTS Securities, an estimated $939K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q1 2024 was Motley Fool Wealth Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2024.