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Motley Fool Mid-Cap Growth ETF

19 hedge funds and large institutions have $6.59M invested in Motley Fool Mid-Cap Growth ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more capital invested

Capital invested by funds: $3.28M → $6.59M (+$3.31M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

1.7% more ownership

Funds ownership: 1.79%3.49% (+1.7%)

0% more funds holding

Funds holding: 1919 (0)

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$3.42M +$3.29M +144,791 New
Osaic Holdings
2
Osaic Holdings
Arizona
$585K -$38.2K -1,681 -6%
Creative Planning
3
Creative Planning
Kansas
$464K +$12.5K +550 +3%
GS
4
GTS Securities
New York
$445K +$423K +18,627 New
LPL Financial
5
LPL Financial
California
$366K +$348K +15,307 New
WPC
6
Wedmont Private Capital
Pennsylvania
$306K
FHA
7
Flagship Harbor Advisors
Massachusetts
$238K
Citadel Advisors
8
Citadel Advisors
Florida
$204K -$137K -6,031 -41%
GRP
9
Global Retirement Partners
California
$184K
KFI
10
Key Financial Inc
Pennsylvania
$94.4K
GI
11
Gradient Investments
Minnesota
$75K
Fidelity Investments
12
Fidelity Investments
Massachusetts
$62.4K -$3.95K -174 -6%
Morgan Stanley
13
Morgan Stanley
New York
$50.9K +$45 +2 +0.1%
UBS Group
14
UBS Group
Switzerland
$36.5K -$37.5K -1,651 -52%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$32K
Wells Fargo
16
Wells Fargo
California
$9.55K
Bank of America
17
Bank of America
North Carolina
$8.48K
US Bancorp
18
US Bancorp
Minnesota
$6.64K
AF
19
Allworth Financial
California
$2.39K +$2.27K +100 New
Jane Street
20
Jane Street
New York
-$503K -22,337 Closed
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
-$347K -15,443 Closed
AAS
22
Ameritas Advisory Services
Nebraska
-$6.74K -297 Closed

TMFM Hedge Fund Activity: Q2 2023 in Review

19 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q2 2023, worth a combined $6.59M — up 101% from $3.28M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TMFM positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $3.29M. The largest seller was Jane Street, exiting entirely with an estimated $503K sold.

  • 19 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $6.59M of Motley Fool Mid-Cap Growth ETF stock for Q2 2023, up 101% quarter-over-quarter.
  • 4 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q2 2023 was Motley Fool Wealth Management, an estimated $3.29M added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q2 2023 was Jane Street, an estimated $503K sold.

Based on aggregated 13F filings for Q2 2023.