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Motley Fool Mid-Cap Growth ETF

30 hedge funds and large institutions have $5.38M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$864K +$331K +12,215 +62%
Osaic Holdings
2
Osaic Holdings
Arizona
$653K -$1K -37 -0.2%
LPL Financial
3
LPL Financial
California
$457K +$25K +923 +6%
WPC
4
Wedmont Private Capital
Pennsylvania
$337K
PFA
5
Pure Financial Advisors
California
$329K
Citadel Advisors
6
Citadel Advisors
Florida
$316K +$316K +11,671 New
MA
7
Mutual Advisors
Nebraska
$315K +$315K +11,633 New
FHA
8
Flagship Harbor Advisors
Massachusetts
$266K -$5.39K -199 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$246K +$246K +9,071 New
MAS
10
Meeder Advisory Services
Ohio
$234K +$234K +8,620 New
OPS
11
Orion Portfolio Solutions
Nebraska
$234K +$234K +8,620 New
BCI
12
Brinker Capital Investments
Pennsylvania
$234K +$234K +8,620 New
PAG
13
Private Advisor Group
New Jersey
$222K
GRP
14
Global Retirement Partners
California
$208K
KFI
15
Key Financial Inc
Pennsylvania
$107K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$69.4K
TC
17
Trust Company
Kansas
$64.9K +$64.9K +2,393 New
Morgan Stanley
18
Morgan Stanley
New York
$51.4K -$51.3K -1,892 -50%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.7K -$11.3K -417 -19%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$36K
CA
21
CoreCap Advisors
Michigan
$33.4K +$33.4K +1,234 New
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$16.9K
SAM
23
Smartleaf Asset Management
Massachusetts
$13K +$13K +481 New
Bank of America
24
Bank of America
North Carolina
$9.62K -$10.8K -398 -53%
US Bancorp
25
US Bancorp
Minnesota
$7.54K