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Motley Fool Global Opportunities ETF

44 hedge funds and large institutions have $30.7M invested in Motley Fool Global Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $26.7M → $30.7M (+$4.01M)

5% more funds holding

Funds holding: 4244 (+2)

0.67% more ownership

Funds ownership: 7.52%8.2% (+0.67%)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$7.01M +$353K +13,195 +5%
LPL Financial
2
LPL Financial
California
$3.93M -$9.95K -372 -0.3%
Jane Street
3
Jane Street
New York
$2.98M +$2.87M +107,180 New
CG
4
Caprock Group
Idaho
$2.54M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.41M -$13.4K -500 -1%
FGAM
6
Financial Gravity Asset Management
Texas
$1.38M +$229K +8,546 +5%
Creative Planning
7
Creative Planning
Kansas
$1.29M +$27.8K +1,038 +2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.11M +$369K +13,813 +53%
BW
9
Bison Wealth
Georgia
$1.02M +$46.1K +1,725 +5%
WPC
10
Wedmont Private Capital
Pennsylvania
$1M
Osaic Holdings
11
Osaic Holdings
Arizona
$860K -$43.4K -1,623 -5%
9WM
12
9258 Wealth Management
Ohio
$781K
OMC
13
Old Mission Capital
Illinois
$717K +$689K +25,783 New
Morgan Stanley
14
Morgan Stanley
New York
$580K +$259K +9,672 +87%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$450K
AWA
16
Arkadios Wealth Advisors
Georgia
$366K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$330K +$66.4K +2,483 +26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$278K +$194K +7,263 +264%
HWM
19
HB Wealth Management
Georgia
$266K +$13.2K +495 +5%
EWM
20
Empirical Wealth Management
Washington
$265K
GW
21
GW & Wade
Massachusetts
$250K -$46.8K -1,751 -16%
BBHC
22
Brown Brothers Harriman & Co
New York
$240K
BCWM
23
Bartlett & Co Wealth Management
Ohio
$231K +$11.5K +430 +5%
BC
24
Bartlett & Co
Ohio
$231K +$11.5K +430 +5%
PFA
25
Pure Financial Advisors
California
$207K +$199K +7,434 New

TMFG Hedge Fund Activity: Q4 2023 in Review

44 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q4 2023, worth a combined $30.7M — up 15% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new TMFG positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.87M. The largest seller was GTS Securities, exiting entirely with an estimated $1.74M sold.

  • 44 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q4 2023, up from 42 in Q3 2023.
  • Funds reported $30.7M of Motley Fool Global Opportunities ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 8 funds opened new Motley Fool Global Opportunities ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q4 2023 was Jane Street, an estimated $2.87M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q4 2023 was GTS Securities, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2023.