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Motley Fool Global Opportunities ETF

43 hedge funds and large institutions have $27.9M invested in Motley Fool Global Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $16.3M → $27.9M (+$11.6M)

2.3% more ownership

Funds ownership: 4.45%6.76% (+2.3%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$6.41M +$6.21M +241,361 New
LPL Financial
2
LPL Financial
California
$3.83M +$2.1M +81,486 +132%
Jane Street
3
Jane Street
New York
$3.01M +$965K +37,514 +50%
CG
4
Caprock Group
Idaho
$2.44M
GS
5
GTS Securities
New York
$1.53M +$1.47M +57,174 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.48M -$181K -7,041 -11%
Creative Planning
7
Creative Planning
Kansas
$1.2M +$378K +14,717 +49%
BW
8
Bison Wealth
Georgia
$1.07M
WPC
9
Wedmont Private Capital
Pennsylvania
$996K
9WM
10
9258 Wealth Management
Ohio
$750K
Osaic Holdings
11
Osaic Holdings
Arizona
$666K +$8.82K +343 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$464K -$981K -38,142 -69%
AWA
13
Arkadios Wealth Advisors
Georgia
$351K
GW
14
GW & Wade
Massachusetts
$335K -$35.5K -1,380 -10%
Morgan Stanley
15
Morgan Stanley
New York
$316K -$56.4K -2,195 -16%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$289K -$33.4K -1,300 -11%
APIM
17
Agate Pass Investment Management
Washington
$268K
EWM
18
Empirical Wealth Management
Washington
$254K -$84.9K -3,300 -26%
HWM
19
HB Wealth Management
Georgia
$242K
BBHC
20
Brown Brothers Harriman & Co
New York
$230K +$222K +8,617 New
BC
21
Bartlett & Co
Ohio
$210K -$31.9K -1,240 -14%
BCWM
22
Bartlett & Co Wealth Management
Ohio
$210K -$31.9K -1,240 -14%
DWP
23
Daymark Wealth Partners
Ohio
$201K +$194K +7,542 New
YAL
24
Your Advocates Ltd
Texas
$163K
Fidelity Investments
25
Fidelity Investments
Massachusetts
$142K

TMFG Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q2 2023, worth a combined $27.9M — up 71% from $16.3M a quarter earlier.

Fund positioning in TMFG was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 6 added to existing stakes and 9 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $6.21M. The largest seller was Royal Bank of Canada, cutting an estimated $981K.

  • 43 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $27.9M of Motley Fool Global Opportunities ETF stock for Q2 2023, up 71% quarter-over-quarter.
  • 8 funds opened new Motley Fool Global Opportunities ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q2 2023 was Motley Fool Wealth Management, an estimated $6.21M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q2 2023 was Royal Bank of Canada, an estimated $981K sold.

Based on aggregated 13F filings for Q2 2023.