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Motley Fool Mid-Cap Growth ETF

22 hedge funds and large institutions have $8.39M invested in Motley Fool Mid-Cap Growth ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

27% more capital invested

Capital invested by funds: $6.59M → $8.39M (+$1.8M)

16% more funds holding

Funds holding: 1922 (+3)

1.13% more ownership

Funds ownership: 3.49%4.61% (+1.1%)

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$3.37M
GS
2
GTS Securities
New York
$1.85M +$1.43M +59,159 +318%
Osaic Holdings
3
Osaic Holdings
Arizona
$608K +$27K +1,118 +5%
Creative Planning
4
Creative Planning
Kansas
$461K
LPL Financial
5
LPL Financial
California
$376K +$12.6K +521 +3%
WPC
6
Wedmont Private Capital
Pennsylvania
$300K
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$255K +$260K +10,759 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$248K +$252K +10,436 New
FHA
9
Flagship Harbor Advisors
Massachusetts
$236K
Citadel Advisors
10
Citadel Advisors
Florida
$201K -$1.74K -72 -0.8%
GRP
11
Global Retirement Partners
California
$180K
KFI
12
Key Financial Inc
Pennsylvania
$93.9K
Fidelity Investments
13
Fidelity Investments
Massachusetts
$61.1K -$919 -38 -1%
Morgan Stanley
14
Morgan Stanley
New York
$45K -$5.68K -235 -11%
UBS Group
15
UBS Group
Switzerland
$42.5K +$6.31K +261 +17%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$31K
HGERS
17
Householder Group Estate & Retirement Specialist
Arizona
$14.8K +$15.1K +624 New
Bank of America
18
Bank of America
North Carolina
$8.43K
US Bancorp
19
US Bancorp
Minnesota
$6.6K
AF
20
Allworth Financial
California
$2.38K
LFG
21
Larson Financial Group
Missouri
$617 +$629 +26 New
DFA
22
DHJJ Financial Advisors
Illinois
$119 +$121 +5 New
GI
23
Gradient Investments
Minnesota
-$75K -3,139 Closed
Wells Fargo
24
Wells Fargo
California
-$9.55K -400 Closed

TMFM Hedge Fund Activity: Q3 2023 in Review

22 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q3 2023, worth a combined $8.39M — up 27% from $6.59M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TMFM positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was GTS Securities, adding an estimated $1.43M. The largest seller was Gradient Investments, exiting entirely with an estimated $75K sold.

  • 22 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q3 2023, up from 19 in Q2 2023.
  • Funds reported $8.39M of Motley Fool Mid-Cap Growth ETF stock for Q3 2023, up 27% quarter-over-quarter.
  • 5 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q3 2023 was GTS Securities, an estimated $1.43M added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q3 2023 was Gradient Investments, an estimated $75K sold.

Based on aggregated 13F filings for Q3 2023.