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Motley Fool Global Opportunities ETF

49 hedge funds and large institutions have $25M invested in Motley Fool Global Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

11% more funds holding

Funds holding: 4449 (+5)

2.5% less ownership

Funds ownership: 8.2%5.7% (-2.5%)

19% less capital invested

Capital invested by funds: $30.7M → $25M (-$5.75M)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$4.28M -$2.12K -74 -0.1%
CG
2
Caprock Group
Idaho
$2.76M
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.05M +$796K +27,724 +70%
Jane Street
4
Jane Street
New York
$1.77M -$1.4M -48,669 -45%
Creative Planning
5
Creative Planning
Kansas
$1.41M
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.25M -$266K -9,271 -18%
WPC
7
Wedmont Private Capital
Pennsylvania
$1.1M
BW
8
Bison Wealth
Georgia
$1.06M -$45K -1,567 -4%
GS
9
GTS Securities
New York
$992K +$939K +32,730 New
Osaic Holdings
10
Osaic Holdings
Arizona
$917K -$19.4K -675 -2%
9WM
11
9258 Wealth Management
Ohio
$851K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$637K +$316K +11,008 +110%
FGAM
13
Financial Gravity Asset Management
Texas
$497K -$4.42M -153,828 -90%
AWA
14
Arkadios Wealth Advisors
Georgia
$398K
Mariner
15
Mariner
Kansas
$371K +$352K +12,253 New
BCI
16
Brinker Capital Investments
Pennsylvania
$341K +$323K +11,239 New
OPS
17
Orion Portfolio Solutions
Nebraska
$341K +$323K +11,239 New
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
$339K +$321K +11,181 New
Morgan Stanley
19
Morgan Stanley
New York
$316K -$299K -10,421 -50%
PFA
20
Pure Financial Advisors
California
$312K +$81.9K +2,853 +38%
SEIA
21
Signature Estate & Investment Advisors
California
$305K +$289K +10,052 New
EWM
22
Empirical Wealth Management
Washington
$289K
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$277K -$78.5K -2,735 -23%
BBHC
24
Brown Brothers Harriman & Co
New York
$261K
BCWM
25
Bartlett & Co Wealth Management
Ohio
$251K -$57 -2 -0%

TMFG Hedge Fund Activity: Q1 2024 in Review

49 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q1 2024, worth a combined $25M — down 19% from $30.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TMFG positions and 7 closed out — a net gain of 7 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $939K. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $7.01M sold.

  • 49 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $25M of Motley Fool Global Opportunities ETF stock for Q1 2024, down 19% quarter-over-quarter.
  • 14 funds opened new Motley Fool Global Opportunities ETF positions in Q1 2024 and 7 closed out, a net change of +7 holders.
  • The largest Motley Fool Global Opportunities ETF buyer in Q1 2024 was GTS Securities, an estimated $939K added.
  • The largest Motley Fool Global Opportunities ETF seller in Q1 2024 was Motley Fool Wealth Management, an estimated $7.01M sold.

Based on aggregated 13F filings for Q1 2024.