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Motley Fool Global Opportunities ETF

47 hedge funds and large institutions have $17.5M invested in Motley Fool Global Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% more funds holding

Funds holding: 4647 (+1)

2% less capital invested

Capital invested by funds: $17.9M → $17.5M (-$373K)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
10
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Caprock Group
Idaho
$2.1M
LPL Financial
2
LPL Financial
California
$1.75M +$1.92M +76,044 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.74M -$225K -8,883 -11%
Jane Street
4
Jane Street
New York
$1.73M +$1.01M +40,055 +114%
Creative Planning
5
Creative Planning
Kansas
$1.41M +$696K +27,533 +82%
BW
6
Bison Wealth
Georgia
$928K -$43.5K -1,719 -4%
WPC
7
Wedmont Private Capital
Pennsylvania
$841K
9WM
8
9258 Wealth Management
Ohio
$815K -$141K -5,568 -14%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$674K +$79.4K +3,139 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$644K +$707K +27,965 New
APIM
11
Agate Pass Investment Management
Washington
$505K +$311K +12,276 +128%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$495K +$224K +8,872 +70%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$326K -$14.8K -587 -4%
AWA
14
Arkadios Wealth Advisors
Georgia
$312K +$343K +13,547 New
EWM
15
Empirical Wealth Management
Washington
$296K +$324K +12,827 New
Morgan Stanley
16
Morgan Stanley
New York
$272K +$214K +8,448 +252%
HighTower Advisors
17
HighTower Advisors
Illinois
$238K
BCM
18
Blume Capital Management
California
$230K -$25.3K -1,000 -9%
BCWM
19
Bartlett & Co Wealth Management
Ohio
$208K
BC
20
Bartlett & Co
Ohio
$208K
HWM
21
HB Wealth Management
Georgia
$208K
CAN
22
Cetera Advisor Networks
California
$204K +$35.7K +1,413 +19%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$197K +$216K +8,546 New
YAL
24
Your Advocates Ltd
Texas
$141K +$155K +6,119 New
BAM
25
Belpointe Asset Management
Nevada
$129K -$86.4K -3,417 -38%

TMFG Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q2 2022, worth a combined $17.5M — down 2.1% from $17.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFG positions and 9 closed out — a net gain of 1 holder — while 8 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.92M. The largest seller was Cardinal Capital Management Inc (North Carolina), exiting entirely with an estimated $519K sold.

  • 47 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q2 2022, up from 46 in Q1 2022.
  • Funds reported $17.5M of Motley Fool Global Opportunities ETF stock for Q2 2022, down 2.1% quarter-over-quarter.
  • 10 funds opened new Motley Fool Global Opportunities ETF positions in Q2 2022 and 9 closed out, a net change of +1 holder.
  • The largest Motley Fool Global Opportunities ETF buyer in Q2 2022 was LPL Financial, an estimated $1.92M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q2 2022 was Cardinal Capital Management Inc (North Carolina), an estimated $519K sold.

Based on aggregated 13F filings for Q2 2022.