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Motley Fool Mid-Cap Growth ETF

19 hedge funds and large institutions have $3.28M invested in Motley Fool Mid-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.37% less ownership

Funds ownership: 2.16%1.79% (-0.37%)

16% less capital invested

Capital invested by funds: $3.91M → $3.28M (-$631K)

21% less funds holding

Funds holding: 2419 (-5)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

75% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 8

Holders
19
Holders Change
-5
Holders Change %
-20.83%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$589K
Jane Street
2
Jane Street
New York
$503K +$169K +7,495 +50%
Creative Planning
3
Creative Planning
Kansas
$425K -$15.7K -695 -4%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$347K -$241K -10,683 -41%
Citadel Advisors
5
Citadel Advisors
Florida
$328K -$58.9K -2,617 -15%
WPC
6
Wedmont Private Capital
Pennsylvania
$278K
FHA
7
Flagship Harbor Advisors
Massachusetts
$224K -$1.96K -87 -0.9%
GRP
8
Global Retirement Partners
California
$174K
KFI
9
Key Financial Inc
Pennsylvania
$89K
UBS Group
10
UBS Group
Switzerland
$71.5K -$27.8K -1,234 -28%
GI
11
Gradient Investments
Minnesota
$70.6K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$62.7K -$14.9K -661 -19%
Morgan Stanley
13
Morgan Stanley
New York
$47.9K +$31.4K +1,394 +190%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$30K +$29.7K +1,320 New
HGERS
15
Householder Group Estate & Retirement Specialist
Arizona
$14K +$14.1K +624 New
Wells Fargo
16
Wells Fargo
California
$9K -$484K -21,490 -98%
Bank of America
17
Bank of America
North Carolina
$7.99K -$3.92K -174 -33%
AAS
18
Ameritas Advisory Services
Nebraska
$6.74K +$6.69K +297 New
US Bancorp
19
US Bancorp
Minnesota
$6.25K
CFB
20
Cullen/Frost Bankers
Texas
-$91.9K -4,306 Closed
DWP
21
Destiny Wealth Partners
Florida
-$30.1K -1,410 Closed
ASN
22
Advisory Services Network
Georgia
-$14.2K -667 Closed
FFA
23
Farther Finance Advisors
California
-$12.9K -603 Closed
GGI
24
Godsey & Gibb Inc
Virginia
-$1.73K -81 Closed
MCC
25
Money Concepts Capital
Florida
-$1.17K -55 Closed

TMFM Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q1 2023, worth a combined $3.28M — down 16% from $3.91M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TMFM and 3 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 2 added.

The largest buyer was Jane Street, adding an estimated $169K. The largest seller was Wells Fargo, cutting an estimated $484K.

  • 19 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $3.28M of Motley Fool Mid-Cap Growth ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 3 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q1 2023 and 6 closed out, a net change of -3 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q1 2023 was Jane Street, an estimated $169K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q1 2023 was Wells Fargo, an estimated $484K sold.

Based on aggregated 13F filings for Q1 2023.