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Motley Fool Mid-Cap Growth ETF

25 hedge funds and large institutions have $8.48M invested in Motley Fool Mid-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 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

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

14% more funds holding

Funds holding: 2225 (+3)

1% more capital invested

Capital invested by funds: $8.39M → $8.48M (+$85.3K)

0.16% less ownership

Funds ownership: 4.61%4.45% (-0.16%)

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
5
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
$3.74M +$89.2K +3,740 +3%
GS
2
GTS Securities
New York
$1.28M -$651K -27,277 -35%
Osaic Holdings
3
Osaic Holdings
Arizona
$611K -$35.5K -1,486 -6%
Creative Planning
4
Creative Planning
Kansas
$497K +$4.96K +208 +1%
LPL Financial
5
LPL Financial
California
$404K +$3.01K +126 +0.8%
WPC
6
Wedmont Private Capital
Pennsylvania
$313K
PFA
7
Pure Financial Advisors
California
$307K +$290K +12,145 New
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$267K -$4.8K -201 -2%
FHA
9
Flagship Harbor Advisors
Massachusetts
$254K +$1.74K +73 +0.7%
PAG
10
Private Advisor Group
New Jersey
$208K +$196K +8,200 New
GRP
11
Global Retirement Partners
California
$190K
KFI
12
Key Financial Inc
Pennsylvania
$100K
Morgan Stanley
13
Morgan Stanley
New York
$95.9K +$45.2K +1,894 +100%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$64.8K -$310 -13 -0.5%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$56K +$52.8K +2,213 New
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$33K
Bank of America
17
Bank of America
North Carolina
$19.1K +$9.5K +398 +112%
HGERS
18
Householder Group Estate & Retirement Specialist
Arizona
$15K
UBS Group
19
UBS Group
Switzerland
$9.27K -$34K -1,423 -80%
US Bancorp
20
US Bancorp
Minnesota
$7.04K
Wells Fargo
21
Wells Fargo
California
$3.45K +$3.25K +136 New
AF
22
Allworth Financial
California
$2.53K
BMC
23
Bear Mountain Capital
Washington
$1.24K +$1.19K +50 New
LFG
24
Larson Financial Group
Missouri
$658
DFA
25
DHJJ Financial Advisors
Illinois
$127

TMFM Hedge Fund Activity: Q4 2023 in Review

25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q4 2023, worth a combined $8.48M — up 1% from $8.39M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TMFM positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Pure Financial Advisors, opening a new position worth an estimated $290K. The largest seller was GTS Securities, cutting an estimated $651K.

  • 25 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $8.48M of Motley Fool Mid-Cap Growth ETF stock for Q4 2023, up 1% quarter-over-quarter.
  • 5 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q4 2023 and 2 closed out, a net change of +3 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q4 2023 was Pure Financial Advisors, an estimated $290K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q4 2023 was GTS Securities, an estimated $651K sold.

Based on aggregated 13F filings for Q4 2023.