Motley Fool Mid-Cap Growth ETF
TMFM
29 hedge funds and large institutions have $9.32M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.
73% more capital invested
Capital invested by funds: $5.38M → $9.32M (+$3.94M)
2.27% more ownership
Funds ownership: 2.7% → 4.97% (+2.3%)
3% less funds holding
Funds holding: 30 → 29 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$3.88M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$317K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$290K |
| 4 |
GS
GTS Securities
New York
|
+$241K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$246K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$234K |
| 3 |
MAS
Meeder Advisory Services
Dublin,
Ohio
|
-$234K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$234K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$88.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $2.73K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $1.08K | -$1.07K | -41 | -50% |
|
|
LFG
28
Larson Financial Group
St Louis,
Missouri
| $683 | – | – | – |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $132 | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $12 | -$3.55K | -136 | Closed |
|
|
31
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$246K | -9,071 | Closed |
|
|
BCI
32
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$234K | -8,620 | Closed |
|
|
MAS
33
Meeder Advisory Services
Dublin,
Ohio
| – | -$234K | -8,620 | Closed |
|
|
OPS
34
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$234K | -8,620 | Closed |
|
35
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$48.7K | -1,796 | Closed |
|
TMFM Hedge Fund Activity: Q2 2024 in Review
29 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q2 2024, worth a combined $9.32M — up 73% from $5.38M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of TMFM and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.
The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $3.88M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $246K sold.
- 29 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q2 2024, down from 30 in Q1 2024.
- Funds reported $9.32M of Motley Fool Mid-Cap Growth ETF stock for Q2 2024, up 73% quarter-over-quarter.
- 5 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q2 2024 and 6 closed out, a net change of -1 holder.
- The largest Motley Fool Mid-Cap Growth ETF buyer in Q2 2024 was Motley Fool Wealth Management, an estimated $3.88M added.
- The largest Motley Fool Mid-Cap Growth ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $246K sold.
Based on aggregated 13F filings for Q2 2024.