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Motley Fool Global Opportunities ETF

55 hedge funds and large institutions have $20.2M invested in Motley Fool Global Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

2% less funds holding

Funds holding: 5655 (-1)

2.01% less ownership

Funds ownership: 7.16%5.15% (-2%)

35% less capital invested

Capital invested by funds: $31M → $20.2M (-$10.7M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Caprock Group
Idaho
$2.58M
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.47M -$80.6K -2,523 -3%
LPL Financial
3
LPL Financial
California
$1.6M -$181K -5,648 -9%
Creative Planning
4
Creative Planning
Kansas
$1.36M +$53K +1,659 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.19M +$88.3K +2,763 +7%
WPC
6
Wedmont Private Capital
Pennsylvania
$1.02M
WA
7
Waverly Advisors
Alabama
$1.01M +$1.13M +35,487 New
Osaic Holdings
8
Osaic Holdings
Arizona
$783K -$47.6K -1,490 -5%
FFA
9
Farther Finance Advisors
California
$762K +$20.9K +654 +2%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
$566K +$639K +19,978 New
Truist Financial
11
Truist Financial
North Carolina
$503K +$568K +17,771 New
FTUS
12
Flow Traders U.S.
New York
$438K +$494K +15,462 New
PG
13
Patten Group
Tennessee
$435K +$140K +4,378 +40%
Mariner
14
Mariner
Kansas
$425K +$102K +3,196 +27%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$404K +$456K +14,266 New
AWA
16
Arkadios Wealth Advisors
Georgia
$335K -$7.16K -224 -2%
Morgan Stanley
17
Morgan Stanley
New York
$311K +$35.9K +1,122 +11%
Jane Street
18
Jane Street
New York
$302K -$1.38M -43,148 -80%
SEIA
19
Signature Estate & Investment Advisors
California
$285K
PAG
20
Private Advisor Group
New Jersey
$272K -$55.3K -1,730 -15%
EWM
21
Empirical Wealth Management
Washington
$270K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$267K +$19.7K +616 +7%
BBHC
23
Brown Brothers Harriman & Co
New York
$243K -$1.69K -53 -0.6%
FGC
24
Financial Gravity Companies
Texas
$242K
TIAA Trust, National Association
25
TIAA Trust, National Association
North Carolina
$233K

TMFG Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Global Opportunities ETF (TMFG) for Q4 2024, worth a combined $20.2M — down 35% from $31M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFG positions and 9 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Waverly Advisors, opening a new position worth an estimated $1.13M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $8.07M sold.

  • 55 institutional investors held Motley Fool Global Opportunities ETF (TMFG) as of Q4 2024, down from 56 in Q3 2024.
  • Funds reported $20.2M of Motley Fool Global Opportunities ETF stock for Q4 2024, down 35% quarter-over-quarter.
  • 10 funds opened new Motley Fool Global Opportunities ETF positions in Q4 2024 and 9 closed out, a net change of +1 holder.
  • The largest Motley Fool Global Opportunities ETF buyer in Q4 2024 was Waverly Advisors, an estimated $1.13M added.
  • The largest Motley Fool Global Opportunities ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2024.