Motley Fool Mid-Cap Growth ETF
TMFM
30 hedge funds and large institutions have $5.38M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more funds holding
Funds holding: 25 → 30 (+5)
1.75% less ownership
Funds ownership: 4.45% → 2.7% (-1.8%)
36% less capital invested
Capital invested by funds: $8.48M → $5.38M (-$3.09M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$314K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$300K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$299K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$233K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$3.74M |
| 2 |
GS
GTS Securities
New York
|
-$1.28M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$267K |
| 4 |
Morgan Stanley
New York
|
-$48.6K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$10.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $3.7K | – | – | – |
|
|
AF
27
Allworth Financial
Folsom,
California
| $2.71K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $2.22K | -$7.29K | -284 | -78% |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $705 | – | – | – |
|
|
DFA
30
DHJJ Financial Advisors
Naperville,
Illinois
| $136 | – | – | – |
|
|
MFWM
31
Motley Fool Wealth Management
Alexandria,
Virginia
| – | -$3.74M | -148,531 | Closed |
|
|
GS
32
GTS Securities
New York
| – | -$1.28M | -50,509 | Closed |
|
|
33
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$267K | -10,558 | Closed |
|
|
BMC
34
Bear Mountain Capital
Seattle,
Washington
| – | -$1.24K | -50 | Closed |
|
TMFM Hedge Fund Activity: Q1 2024 in Review
30 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q1 2024, worth a combined $5.38M — down 36% from $8.48M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new TMFM positions and 4 closed out — a net gain of 5 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Creative Planning, adding an estimated $314K. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $3.74M sold.
- 30 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $5.38M of Motley Fool Mid-Cap Growth ETF stock for Q1 2024, down 36% quarter-over-quarter.
- 9 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest Motley Fool Mid-Cap Growth ETF buyer in Q1 2024 was Creative Planning, an estimated $314K added.
- The largest Motley Fool Mid-Cap Growth ETF seller in Q1 2024 was Motley Fool Wealth Management, an estimated $3.74M sold.
Based on aggregated 13F filings for Q1 2024.