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Motley Fool Global Opportunities ETF

42 hedge funds and large institutions have $26.7M invested in Motley Fool Global Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.76% more ownership

Funds ownership: 6.76%7.52% (+0.76%)

4% less capital invested

Capital invested by funds: $27.9M → $26.7M (-$1.15M)

2% less funds holding

Funds holding: 4342 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$6.28M
LPL Financial
2
LPL Financial
California
$3.7M -$46.6K -1,732 -1%
CG
3
Caprock Group
Idaho
$2.39M
GS
4
GTS Securities
New York
$1.74M +$252K +9,367 +16%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.34M -$113K -4,193 -8%
Creative Planning
6
Creative Planning
Kansas
$1.19M +$9.42K +350 +0.8%
FGAM
7
Financial Gravity Asset Management
Texas
$1.14M +$4.14M +153,828 +1,800%
WPC
8
Wedmont Private Capital
Pennsylvania
$957K
BW
9
Bison Wealth
Georgia
$912K -$144K -5,351 -13%
Osaic Holdings
10
Osaic Holdings
Arizona
$851K +$205K +7,608 +31%
Citadel Advisors
11
Citadel Advisors
Florida
$846K +$870K +32,341 New
9WM
12
9258 Wealth Management
Ohio
$734K
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$680K +$699K +25,992 New
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$423K +$435K +16,180 New
AWA
15
Arkadios Wealth Advisors
Georgia
$344K
Morgan Stanley
16
Morgan Stanley
New York
$292K -$17.9K -666 -6%
GW
17
GW & Wade
Massachusetts
$281K -$48.7K -1,809 -14%
APIM
18
Agate Pass Investment Management
Washington
$262K
EWM
19
Empirical Wealth Management
Washington
$249K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$245K -$38.8K -1,443 -13%
HWM
21
HB Wealth Management
Georgia
$237K
BBHC
22
Brown Brothers Harriman & Co
New York
$225K
BCWM
23
Bartlett & Co Wealth Management
Ohio
$205K
BC
24
Bartlett & Co
Ohio
$205K
YAL
25
Your Advocates Ltd
Texas
$160K

TMFG Hedge Fund Activity: Q3 2023 in Review

42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q3 2023, worth a combined $26.7M — down 4.1% from $27.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TMFG and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 5 added.

The largest buyer was Financial Gravity Asset Management, adding an estimated $4.14M. The largest seller was Jane Street, exiting entirely with an estimated $3.01M sold.

  • 42 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q3 2023, down from 43 in Q2 2023.
  • Funds reported $26.7M of Motley Fool Global Opportunities ETF stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 4 funds opened new Motley Fool Global Opportunities ETF positions in Q3 2023 and 5 closed out, a net change of -1 holder.
  • The largest Motley Fool Global Opportunities ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $4.14M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q3 2023 was Jane Street, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2023.