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Motley Fool Mid-Cap Growth ETF

24 hedge funds and large institutions have $3.91M invested in Motley Fool Mid-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

26% more funds holding

Funds holding: 1924 (+5)

2.16% more ownership

Funds ownership: 0%2.16% (+2.2%)

25% less capital invested

Capital invested by funds: $5.24M → $3.91M (-$1.33M)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$558K -$27.2K -1,265 -5%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$557K -$910K -42,308 -62%
Wells Fargo
3
Wells Fargo
California
$467K +$26.1K +1,215 +6%
Creative Planning
4
Creative Planning
Kansas
$418K +$3.12K +145 +0.7%
Citadel Advisors
5
Citadel Advisors
Florida
$367K +$42.6K +1,981 +13%
Jane Street
6
Jane Street
New York
$317K -$469K -21,791 -59%
WPC
7
Wedmont Private Capital
Pennsylvania
$274K
FHA
8
Flagship Harbor Advisors
Massachusetts
$214K -$10.8K -500 -5%
GRP
9
Global Retirement Partners
California
$164K
UBS Group
10
UBS Group
Switzerland
$94.2K +$72K +3,345 +313%
CFB
11
Cullen/Frost Bankers
Texas
$91.9K +$92.6K +4,306 New
KFI
12
Key Financial Inc
Pennsylvania
$82.7K
Fidelity Investments
13
Fidelity Investments
Massachusetts
$73.5K -$10.6K -495 -13%
GI
14
Gradient Investments
Minnesota
$67K -$103K -4,799 -60%
CA
15
CoreCap Advisors
Michigan
$58.3K +$58.8K +2,733 New
DWP
16
Destiny Wealth Partners
Florida
$30.1K
SBL
17
Sargent Bickham Lagudis
Colorado
$18.2K +$18.3K +851 New
Morgan Stanley
18
Morgan Stanley
New York
$15.6K +$15.8K +733 New
ASN
19
Advisory Services Network
Georgia
$14.2K +$14.3K +667 New
FFA
20
Farther Finance Advisors
California
$12.9K +$13K +603 New
Bank of America
21
Bank of America
North Carolina
$11.3K -$37.1K -1,727 -77%
US Bancorp
22
US Bancorp
Minnesota
$5.93K
GGI
23
Godsey & Gibb Inc
Virginia
$1.73K +$1.74K +81 New
MCC
24
Money Concepts Capital
Florida
$1.17K
LPL Financial
25
LPL Financial
California
-$220K -10,536 Closed

TMFM Hedge Fund Activity: Q4 2022 in Review

24 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q4 2022, worth a combined $3.91M — down 25% from $5.24M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TMFM positions and 2 closed out — a net gain of 5 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Cullen/Frost Bankers, opening a new position worth an estimated $92.6K. The largest seller was Susquehanna International Group, cutting an estimated $910K.

  • 24 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q4 2022, up from 19 in Q3 2022.
  • Funds reported $3.91M of Motley Fool Mid-Cap Growth ETF stock for Q4 2022, down 25% quarter-over-quarter.
  • 7 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q4 2022 and 2 closed out, a net change of +5 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q4 2022 was Cullen/Frost Bankers, an estimated $92.6K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q4 2022 was Susquehanna International Group, an estimated $910K sold.

Based on aggregated 13F filings for Q4 2022.