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Motley Fool Mid-Cap Growth ETF

19 hedge funds and large institutions have $4.57M invested in Motley Fool Mid-Cap Growth ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% less funds holding

Funds holding: 2219 (-3)

20% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 5

30% less capital invested

Capital invested by funds: $6.52M → $4.57M (-$1.95M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$725K -$799K -34,698 -50%
Creative Planning
2
Creative Planning
Kansas
$641K +$266K +11,552 +62%
Osaic Holdings
3
Osaic Holdings
Arizona
$637K +$675K +29,317 +3,919%
Jane Street
4
Jane Street
New York
$577K -$987K -42,872 -61%
Wells Fargo
5
Wells Fargo
California
$438K +$476K +20,675 New
Citadel Advisors
6
Citadel Advisors
Florida
$413K +$246K +10,673 +121%
WPC
7
Wedmont Private Capital
Pennsylvania
$266K -$23 -1 -0%
FHA
8
Flagship Harbor Advisors
Massachusetts
$229K +$249K +10,809 New
GI
9
Gradient Investments
Minnesota
$168K
Fidelity Investments
10
Fidelity Investments
Massachusetts
$112K -$16.3K -709 -12%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$94K
KFI
12
Key Financial Inc
Pennsylvania
$85K +$91.1K +3,954 New
CA
13
CoreCap Advisors
Michigan
$79K +$85.8K +3,725 New
Bank of America
14
Bank of America
North Carolina
$48K +$8.18K +355 +19%
DWP
15
Destiny Wealth Partners
Florida
$30K
AA
16
Ancora Advisors
Ohio
$17K
US Bancorp
17
US Bancorp
Minnesota
$6K
UBS Group
18
UBS Group
Switzerland
$4K -$26.2K -1,137 -87%
MCC
19
Money Concepts Capital
Florida
$1K
CCMINC
20
Cardinal Capital Management Inc (North Carolina)
North Carolina
-$409K -15,407 Closed
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
-$220K -8,275 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$216K -8,154 Closed
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
-$209K -7,902 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-$23K -859 Closed
PCTC
25
Perkins Coie Trust Company
Washington
-$17K -628 Closed

TMFM Hedge Fund Activity: Q2 2022 in Review

19 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q2 2022, worth a combined $4.57M — down 30% from $6.52M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMFM and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 4 added.

The largest buyer was Osaic Holdings, adding an estimated $675K. The largest seller was Jane Street, cutting an estimated $987K.

  • 19 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q2 2022, down from 22 in Q1 2022.
  • Funds reported $4.57M of Motley Fool Mid-Cap Growth ETF stock for Q2 2022, down 30% quarter-over-quarter.
  • 4 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q2 2022 and 7 closed out, a net change of -3 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q2 2022 was Osaic Holdings, an estimated $675K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q2 2022 was Jane Street, an estimated $987K sold.

Based on aggregated 13F filings for Q2 2022.