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Motley Fool Global Opportunities ETF
TMFG

55 hedge funds and large institutions have $20.2M invested in Motley Fool Global Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% less funds holding

Funds holding: 56 → 55 (-1)

2.01% less ownership

Funds ownership: 7.16% → 5.15% (-2%)

35% less capital invested

Capital invested by funds: $31M → $20.2M (-$10.7M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waverly Advisors
Alabama
+$1.13M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$639K
3
Truist Financial
Truist Financial
North Carolina
+$568K
4
FTUS
Flow Traders U.S.
New York
+$494K
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$456K

Top Sellers

Rank Fund Capital Flow
1
MFWM
Motley Fool Wealth Management
Virginia
-$8.07M
2
Jane Street
Jane Street
New York
-$1.38M
3
BCI
Brinker Capital Investments
Pennsylvania
-$291K
4
OPS
Orion Portfolio Solutions
Nebraska
-$291K
5
MAS
Meeder Advisory Services
Ohio
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pure Financial Advisors
California
$211K – – –
BCWM
27
Bartlett & Co Wealth Management
Ohio
$207K – – –
EWA
28
EP Wealth Advisors
California
$187K -$4.76K -149 -2%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$149K -$32 -1 -0%
WWP
30
WR Wealth Planners
Missouri
$136K – – –
ACA
31
Aptus Capital Advisors
Alabama
$128K +$17K +533 +13%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$114K +$118K +3,685 +1,097%
BCM
33
Blume Capital Management
California
$113K – – –
KFI
34
Key Financial Inc
Pennsylvania
$113K – – –
AWM
35
AE Wealth Management
Kansas
$91.8K +$104K +3,241 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$69K +$77.8K +2,434 New
MCM
37
MAI Capital Management
Ohio
$62.2K +$70.2K +2,195 New
CFD
38
Creative Financial Designs
Indiana
$51.7K +$6.94K +217 +13%
FA
39
Financial Avengers
California
$47.8K +$6.36K +199 +13%
PAM
40
Parvin Asset Management
South Dakota
$31.6K +$35.6K +1,115 New
NB
41
NBT Bank
New York
$29.4K – – –
PWA
42
Physician Wealth Advisors
Utah
$25.3K +$28.6K +894 New
SIC
43
SJS Investment Consulting
Ohio
$23.3K – – –
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$22.1K -$15.6K -487 -38%
HI
45
Harbour Investments
Wisconsin
$18.2K – – –
PA
46
Parallel Advisors
California
$15.8K +$2.11K +66 +13%
BGAI
47
Bruce G. Allen Investments
Colorado
$13.2K +$1.76K +55 +13%
HNB
48
Huntington National Bank
Ohio
$13.1K – – –
SAM
49
Smartleaf Asset Management
Massachusetts
$12.9K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$10.8K +$1.47K +46 +14%
1
2
3

TMFG Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q4 2024, worth a combined $20.2M — down 35% from $31M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFG positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $1.13M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $8.07M sold.

  • 55 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q4 2024, down from 56 in Q3 2024.
  • Funds reported $20.2M of Motley Fool Global Opportunities ETF stock for Q4 2024, down 35% quarter-over-quarter.
  • 10 funds opened new Motley Fool Global Opportunities ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Motley Fool Global Opportunities ETF buyer in Q4 2024 was Waverly Advisors, an estimated $1.13M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2024.