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Motley Fool Global Opportunities ETF

43 hedge funds and large institutions have $16.3M invested in Motley Fool Global Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

0.06% less ownership

Funds ownership: 4.51%4.45% (-0.06%)

3% less capital invested

Capital invested by funds: $16.8M → $16.3M (-$546K)

86% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 14

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Caprock Group
Idaho
$2.34M
Jane Street
2
Jane Street
New York
$1.93M -$1.16M -46,507 -38%
LPL Financial
3
LPL Financial
California
$1.59M -$98.7K -3,961 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.42M +$731K +29,338 +112%
BW
5
Bison Wealth
Georgia
$1.03M -$3.36K -135 -0.3%
WPC
6
Wedmont Private Capital
Pennsylvania
$922K
Citadel Advisors
7
Citadel Advisors
Florida
$839K +$815K +32,707 New
Creative Planning
8
Creative Planning
Kansas
$777K -$378K -15,186 -33%
9WM
9
9258 Wealth Management
Ohio
$720K
Osaic Holdings
10
Osaic Holdings
Arizona
$631K -$15.2K -611 -2%
Morgan Stanley
11
Morgan Stanley
New York
$360K +$44.1K +1,770 +14%
GW
12
GW & Wade
Massachusetts
$357K -$6.2K -249 -2%
AWA
13
Arkadios Wealth Advisors
Georgia
$337K
EWM
14
Empirical Wealth Management
Washington
$329K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$311K
APIM
16
Agate Pass Investment Management
Washington
$257K -$1.52K -61 -0.6%
BCWM
17
Bartlett & Co Wealth Management
Ohio
$233K
BC
18
Bartlett & Co
Ohio
$233K
HWM
19
HB Wealth Management
Georgia
$233K
Truist Financial
20
Truist Financial
North Carolina
$221K +$215K +8,617 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$217K -$112K -4,495 -35%
YAL
22
Your Advocates Ltd
Texas
$157K
Fidelity Investments
23
Fidelity Investments
Massachusetts
$136K
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$104K
BCM
25
Blume Capital Management
California
$103K

TMFG Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q1 2023, worth a combined $16.3M — down 3.2% from $16.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TMFG positions and 5 closed out — a net gain of 2 holders — while 2 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $815K. The largest seller was Jane Street, cutting an estimated $1.16M.

  • 43 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q1 2023, up from 41 in Q4 2022.
  • Funds reported $16.3M of Motley Fool Global Opportunities ETF stock for Q1 2023, down 3.2% quarter-over-quarter.
  • 7 funds opened new Motley Fool Global Opportunities ETF positions in Q1 2023 and 5 closed out, a net change of +2 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q1 2023 was Citadel Advisors, an estimated $815K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q1 2023 was Jane Street, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2023.