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Motley Fool Global Opportunities ETF

44 hedge funds and large institutions have $14.9M invested in Motley Fool Global Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 4744 (-3)

15% less capital invested

Capital invested by funds: $17.5M → $14.9M (-$2.62M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Caprock Group
Idaho
$2.03M
LPL Financial
2
LPL Financial
California
$1.54M -$171K -6,945 -9%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.52M -$173K -7,009 -9%
Creative Planning
4
Creative Planning
Kansas
$1.01M -$389K -15,768 -26%
BW
5
Bison Wealth
Georgia
$894K -$1.85K -75 -0.2%
WPC
6
Wedmont Private Capital
Pennsylvania
$812K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$799K +$164K +6,643 +23%
9WM
8
9258 Wealth Management
Ohio
$787K
Jane Street
9
Jane Street
New York
$580K -$1.21M -49,109 -65%
Osaic Holdings
10
Osaic Holdings
Arizona
$565K -$63.4K -2,570 -9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$372K +$63K +2,553 +18%
AWA
12
Arkadios Wealth Advisors
Georgia
$293K -$9.88K -400 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$285K -$215K -8,703 -40%
EWM
14
Empirical Wealth Management
Washington
$285K
Morgan Stanley
15
Morgan Stanley
New York
$279K +$18.5K +750 +6%
GW
16
GW & Wade
Massachusetts
$243K +$270K +10,933 New
HighTower Advisors
17
HighTower Advisors
Illinois
$230K
APIM
18
Agate Pass Investment Management
Washington
$224K -$292K -11,815 -54%
BC
19
Bartlett & Co
Ohio
$201K
BCWM
20
Bartlett & Co Wealth Management
Ohio
$201K
HWM
21
HB Wealth Management
Georgia
$200K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$190K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$154K +$86.2K +3,491 +102%
YAL
24
Your Advocates Ltd
Texas
$136K
GRP
25
Global Retirement Partners
California
$131K +$141K +5,725 New

TMFG Hedge Fund Activity: Q3 2022 in Review

44 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q3 2022, worth a combined $14.9M — down 15% from $17.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMFG and 4 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 5 added.

The largest buyer was GW & Wade, opening a new position worth an estimated $270K. The largest seller was Jane Street, cutting an estimated $1.21M.

  • 44 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q3 2022, down from 47 in Q2 2022.
  • Funds reported $14.9M of Motley Fool Global Opportunities ETF stock for Q3 2022, down 15% quarter-over-quarter.
  • 4 funds opened new Motley Fool Global Opportunities ETF positions in Q3 2022 and 7 closed out, a net change of -3 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q3 2022 was GW & Wade, an estimated $270K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q3 2022 was Jane Street, an estimated $1.21M sold.

Based on aggregated 13F filings for Q3 2022.