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Motley Fool Global Opportunities ETF
TMFG

56 hedge funds and large institutions have $31M invested in Motley Fool Global Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.3% less ownership

Funds ownership: 7.46% → 7.16% (-0.3%)

1% less capital invested

Capital invested by funds: $31.2M → $31M (-$269K)

2% less funds holding

Funds holding: 57 → 56 (-1)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$891K
2
FFA
Farther Finance Advisors
California
+$804K
3
EWA
EP Wealth Advisors
California
+$207K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$165K
5
PG
Patten Group
Tennessee
+$90.8K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$2.35M
2
BW
Bison Wealth
Georgia
-$1.06M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$329K
4
Citadel Advisors
Citadel Advisors
Florida
-$325K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pure Financial Advisors
California
$236K – – –
GFS
27
GYL Financial Synergies
Connecticut
$236K – – –
GS
28
GTS Securities
New York
$234K -$35.6K -1,162 -14%
BCWM
29
Bartlett & Co Wealth Management
Ohio
$232K -$20.1K -655 -8%
EWA
30
EP Wealth Advisors
California
$215K +$207K +6,764 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$166K +$31 +1 +0%
WWP
32
WR Wealth Planners
Missouri
$153K – – –
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$150K +$165K +5,386 New
BCM
34
Blume Capital Management
California
$127K – – –
KFI
35
Key Financial Inc
Pennsylvania
$126K – – –
ACA
36
Aptus Capital Advisors
Alabama
$126K – – –
YAL
37
Your Advocates Ltd
Texas
$117K – – –
NS
38
NBC Securities
Alabama
$85K – – –
PS
39
Planned Solutions
California
$67.3K +$65K +2,123 New
CFD
40
Creative Financial Designs
Indiana
$51K – – –
FA
41
Financial Avengers
California
$47.2K – – –
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$40.2K +$14.9K +487 +62%
NB
43
NBT Bank
New York
$32.9K +$31.8K +1,038 New
SIC
44
SJS Investment Consulting
Ohio
$26.1K – – –
UBS Group
45
UBS Group
Switzerland
$24.6K -$75.5K -2,464 -76%
HI
46
Harbour Investments
Wisconsin
$20.3K – – –
PA
47
Parallel Advisors
California
$15.6K -$31 -1 -0.2%
HNB
48
Huntington National Bank
Ohio
$14.7K – – –
SAM
49
Smartleaf Asset Management
Massachusetts
$14.4K – – –
BGAI
50
Bruce G. Allen Investments
Colorado
$13K +$12.6K +411 New
1
2
3

TMFG Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q3 2024, worth a combined $31M — down 0.86% from $31.2M a quarter earlier.

Fund positioning in TMFG was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 6 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $891K. The largest seller was LPL Financial, cutting an estimated $2.35M.

  • 56 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q3 2024, down from 57 in Q2 2024.
  • Funds reported $31M of Motley Fool Global Opportunities ETF stock for Q3 2024, down 0.86% quarter-over-quarter.
  • 7 funds opened new Motley Fool Global Opportunities ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q3 2024 was Jane Street, an estimated $891K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q3 2024 was LPL Financial, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.