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Motley Fool Global Opportunities ETF

41 hedge funds and large institutions have $16.8M invested in Motley Fool Global Opportunities ETF in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

13% more capital invested

Capital invested by funds: $14.9M → $16.8M (+$1.95M)

4.51% more ownership

Funds ownership: 0%4.51% (+4.5%)

7% less funds holding

Funds holding: 4441 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.78M +$2.22M +95,533 +367%
CG
2
Caprock Group
Idaho
$2.09M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.61M +$46.5K +2,006 +3%
LPL Financial
4
LPL Financial
California
$1.51M -$76.7K -3,309 -5%
Creative Planning
5
Creative Planning
Kansas
$1.04M +$5.52K +238 +0.5%
BW
6
Bison Wealth
Georgia
$1.02M +$3.2K +138 +0.3%
WPC
7
Wedmont Private Capital
Pennsylvania
$859K
9WM
8
9258 Wealth Management
Ohio
$642K -$169K -7,286 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$599K +$310K +13,370 +104%
Osaic Holdings
10
Osaic Holdings
Arizona
$577K -$4.34K -187 -0.7%
GW
11
GW & Wade
Massachusetts
$324K +$74.9K +3,230 +30%
AWA
12
Arkadios Wealth Advisors
Georgia
$301K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$297K -$532K -22,939 -64%
EWM
14
Empirical Wealth Management
Washington
$294K
Morgan Stanley
15
Morgan Stanley
New York
$281K -$6.86K -296 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$278K -$107K -4,600 -28%
APIM
17
Agate Pass Investment Management
Washington
$231K
BCWM
18
Bartlett & Co Wealth Management
Ohio
$208K +$1.46K +63 +0.7%
BC
19
Bartlett & Co
Ohio
$208K +$1.46K +63 +0.7%
HWM
20
HB Wealth Management
Georgia
$208K +$1.46K +63 +0.7%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$196K
MCC
22
Money Concepts Capital
Florida
$165K +$168K +7,225 New
YAL
23
Your Advocates Ltd
Texas
$140K
BAM
24
Belpointe Asset Management
Nevada
$128K +$70 +3 +0.1%
UBS Group
25
UBS Group
Switzerland
$123K +$39.4K +1,700 +46%

TMFG Hedge Fund Activity: Q4 2022 in Review

41 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q4 2022, worth a combined $16.8M — up 13% from $14.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMFG and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $2.22M. The largest seller was Susquehanna International Group, cutting an estimated $532K.

  • 41 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q4 2022, down from 44 in Q3 2022.
  • Funds reported $16.8M of Motley Fool Global Opportunities ETF stock for Q4 2022, up 13% quarter-over-quarter.
  • 4 funds opened new Motley Fool Global Opportunities ETF positions in Q4 2022 and 7 closed out, a net change of -3 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q4 2022 was Jane Street, an estimated $2.22M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q4 2022 was Susquehanna International Group, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2022.